What do I need to bring?
During your first appointment, we will establish why you are seeking financial advice, what your goals are and what you expect from us. This entire meeting can be just a conversation. However, if you would like to bring specifics for us to discuss/review, then we ask that you bring (or email us) as many documents as you can.
For investment management, copies of account statements are desired.
For financial planning services, some helpful documents include, brokerage statements, 401(k) statements, tax returns, loan and bank statements, copies of wills, insurance details, and/or a budget.