We Look Forward to Meeting You
First Appointment Information
We’re thrilled to partner with you on your financial journey. Whether it’s planning for retirement, investments, or legacy planning, we’re committed to helping you build the future you’ve always envisioned. Let’s make your first meeting a step toward financial clarity and confidence!
We believe that a well-prepared first meeting sets the stage for a successful long-term partnership. To make the most of our time together, here’s everything you need to know before your first meeting with us.
What to Bring to Your First Meeting
To help us create a tailored financial plan that’s right for you, please bring the following items:
- Brokerage firm statements
- Life insurance & annuity policies
- IRA & retirement account statements
- Two years of tax returns
- Social Security Statement (from SSA.gov)
Would You Prefer to Fill Out the Forms by Hand?
If you’d rather complete these forms by hand and bring them to your first meeting, you’re more than welcome to do so. Simply download and print the necessary forms below:
Download Pre-Appointment Form
Download Budget Worksheet
Have Questions?
If you need any special assistance or have additional questions before your visit, don’t hesitate to reach out to our office. We’re here to help you every step of the way.
Begin the Conversation
We’re here to listen, understand, and help you take control of your financial future.