The First Meeting
The primary reason for this first face-to-face meeting is to learn more about each other. This will help you decide if you would like to work with us. It will also give us an opportunity to see if we believe we can bring value to your financial life and thus create a basis for a potentially prosperous relationship. There is no charge for this meeting as the purpose is to explore the possibility of mutually committing to a long-term relationship fully understanding each other. If you can’t make it to the office then we can travel to a location more convenient for you.

What to Bring
A net worth statement and some thoughts on your goals or concerns will help to make the meeting more productive. The more we learn about you during that first meeting, the more accurate our quotes for future services can be. If you decide to use our services, we will need a lot of information about you. A list of recommended, but not necessary, items follows:

• Bank statement

• Brokerage statement

• IRA statement

• Annuity statement

• Retirement Plan statements from work

• Most recent pay stubs

• Most recent State and Federal income tax returns

• Your current wills or trusts

• Social Security numbers and birth dates for you and your children