What to Bring to Your First Meeting?
We know life is busy and taking time out of your schedule can be a challenge. We want to make the most of our time together. Gathering documents and log in information for your online accounts goes a long way towards making us more efficient during our meeting.
Click here to complete your Profile Worksheet.
Suggested List of Items
Below is a list of items. Don't worry if you can't find everything or if some items don't apply to you. Just bring what seems relevant to our meeting.
Most recent pay stub
Most recent tax return
Current monthly living expenses or budget
Employer benefits information
Employer retirement accounts, current plans and previous employer plans
Savings or Money Market balances
CDs (Certificates of Deposits) When do these mature? Rate?
Life Insurance other than through your employer
Disability Insurance other than through your employer
Long Term Care Insurance
Debt: Balance, payment, term and rate including your mortgage, credit card, car loan, etc.
Social Security Estimates (available on www.ssa.gov)
Thoughts to ponder:
What are your goals?
What is top of mind regarding your finances?
How do you view financial market fluctuations? How have you reacted to them in the past?
Do you have estate documents such as a will, trust or powers of attorney?
Do you have any big events coming up or any planned major purchases?
If not already retired:
When would you like to retire?
What net monthly income would you like to have in retirement?
Is leaving a legacy to your children or grandchildren important to you?