First Meeting

The first meeting is a complimentary consultation. This is an opportunity for us to meet each other and ask questions.

Typically, the following topics will be covered.

  • A discussion of what brought you to our office. “What are you goals and dreams?”
  • An initial assessment of your “financial house” and how you can benefit from financial planning.
  • A discussion of what services are provided by our practice and the fees associated with them.
  • A discussion of the next steps in the process.

Things to bring to the first meeting:

  • A list of your goals and dreams
  • Latest earnings statement
  • Summary of benefits from work
  • Investment statements, including retirement plans
  • Bank statements
  • Mortgage statement
  • Credit card statements
  • Last year's tax return


Request Consultation

Please fill out the form if you have any questions or would like to schedule an appointment.

Request Consultation


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