First Meeting

At our first meeting, we will discuss your goals and objectives. We will also begin discussing "how is what you are doing working?" as well as the process I follow when working with my clients. If you are married, I require both spouses to be in attendance. In order to make productive use of our time, I ask that you bring the following items to our meeting:

  • Latest checking and savings bank statement 
     
  • Credit card statements—balances, interest rate, and monthly payment information 
     
  • Mortgage information—interest rate, term, monthly principal and interest payment, escrow payment if any. Include property titles. 
     
  • All pertinent information regarding present investments such as stocks, bonds, mutual funds, annuities, 401(k)s, 403(b)s, etc. Include the latest statement and any general information you may have on your investments. 
     
  • Latest employee benefit statements or books so that I can see what benefits you have and what benefits you have access to 
     
  • Individually owned life insurance and disability insurance contracts 
     
  • Most recently completed federal and state income tax returns 
     
  • Recent paycheck statements/stubs 
     
  • Copies of any legal documents you may have (wills, trust, etc.) 
     
  • Information on unique financial events such as bonuses, inheritances, debt refinancing, major purchases, and so on 
     
  • A budget report if you use Quicken, Mint, or self prepared Excel 
     
  • Social security statement of earnings (available online at www.ssa.gov/mystatement
     
  • Other pertinent financial data you may have