What to Bring to a Meeting

Client Centered

It is always beneficial to have you bring any statements or documents you’d like to discuss, but our goal when meeting with you for the first time is to truly understand YOU and determine if a partnership makes sense. This goes both ways. We want you to ask questions, learn about what we do, and effectively gauge whether our services align with what’s important to you.

The first time we meet our goal is to understand you and your idea of who you want to work with as you build your financial future and determine if a partnership makes sense. Whether we work together goes both ways. We want you to ask questions, learn about what we do, and effectively gauge whether our services align with what’s important to you. While it may be beneficial to have you bring statements and documents you’d like to discuss when we meet, the focus is YOU.

The documents we recommend when meeting include:

Documents Needed Checklist

Expense Worksheet

Financial Planning Questionnaire