A successful planning process starts with understanding your complete financial picture. The more information you can provide, the more personalized and accurate your recommendations will be.

Income & Tax Information

• Current Income sources and amounts
• Social Security Income
• Pension, business, rental property, or other income information
• Accounts & Assets

Investment and retirement account balances

• Bank account balances
• Real estate information
• Business ownership interests
• Debts & Insurance

Mortgage details

Loan and credit card balances

Life, disability, and long-term care insurance policies

Estate Planning Documents

• Wills and trusts
• Powers of attorney

Family Information

• Kids names and DoB
• Health and special situations

Your Goals

• When would you like to retire?
• What financial goals are most important to you?
• Are there major purchases or life changes on the horizon?
• Is charitable giving or legacy planning important to you?

Questions to Consider

• What are your biggest financial concerns?
• What would financial success look like for you?
• What questions would you like answered?

Before Our First Meeting

• Think about your financial goals and priorities
• Write down any questions you'd like answered

·         Most recent tax return

·         Recent pay stub(s)

·         Social Security benefit estimate

·         Investment and retirement account statements

·         Annuity statements

·         Mortgage statements

·         Insurance statements

·         Discovery Meeting

·         Information Gathering

·         Plan Development

·         Recommendations Review

·         Implementation

·         Periodic Reviews & Updates