For Our Initial Meeting

In preparation for our appointment, please locate and bring the following:

 

  • Financial Statements (401k, IRA's, Brokerage accounts, Bank statements)
  • Copy of Pay stub
  • Will and Trust information - if you have
  • Summary of Benefits through Employer
  • Life Insurance policies - both group and individual

 

Please allow for 1hr -1.5 hours .

 

Thanks,

Sean