Meeting Preparation

The following kinds of information are needed to provide a comprehensive picture of your finances, which is the foundation for sound counsel. In preparation for our meeting, please gather these documents together. Ideally, statements on assets would be provided several days before the meeting to allow time for analysis.

All of this information, as well as all meetings, are held in the strictest confidence.
  • Current statements on all Assets 
    • Brokerage Accounts
    • Bank Accounts
    • Annuities
    • Assets Held at Mutual Fund Companies
    • Retirement Plan Statements (401(k), 403(b), etc.) 
      • Include statements of all options available
    • Stock Options
  • Current statements on Liabilities
    • Mortgage Statement
    • Car Loan
    • Credit Card Debt (that is being carried) 
  • Sources and Amounts of Income
    • Current Paystubs
    • Rental Income
    • Alimony
    • Child Support
    • Social Security Benefits
    • Pension Plans
  • Legal documents
    • Wills
    • Trusts
    • POAs
  • Work-related Benefits Information
  • Insurance Policies or Statements
    • Life Insurance
      • Term policies
      • Permanent policies (VUL, UL, Whole Life)
    • Disability Income Policies
    • Long-term Care Policies
  • Any other important information you feel has a bearing on your financial well-being.

If you have not yet set an appointment, please proceed to the Appointment Request page. Thank you!