Meeting Preparation

In order to get a clear picture of your current financial situation, we ask that you bring these documents with you to our initial meeting:

ASSETS:


  • All recent bank, brokerage and retirement statements
  • Statement of real estate owned
  • Copy of any annuity contracts



INSURANCE:


All insurance policies including life, home, auto, disability and/or long term care


LIABILITIES:


Debt details: payments, interest rates, and balances


OTHER:



  • Budget
  • Trust
  • Will
  • Buy-Sell AgreementĀ