Here’s what I will ask you about

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

·         What Will Help Us Build a Better Plan

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

My goal is to provide clarity, confidence, and a personalized roadmap to help you make informed financial decisions and stay on track toward your goals.