What to Expect in Our Meetings & First Meeting Helpful Checklist

Our client meetings generally run between an hour to an hour and a half. To make the most of our time together, it is extremely helpful to bring with you any documents that will provide as much detail as possible about your financial situation, such as current wills or trusts, investment statements, income tax returns, life insurance policies, and other documents outlined in the 1st Meeting Helpful Checklist. If you do not have this information readily available, be assured that we will do our best to ask for or gather the necessary information to provide you with a thorough overview of your current financial health and your future goals.

Please note: If you are married, assets such as your home and cars will be titled in joint ownership in most, but not in all cases. In addition, certain assets such as a checking/savings account may actually be listed under just one name rather than being titled as joint accounts. Retirement assets such as IRAs, 403(b), 401(k) and other employer retirement plans are titled by law solely in the name of the employee, with either the spouse or another individual as the beneficiary.

ASSETS

• □ Residence (Current Market Value) 
• □ Auto(s) 
• □ Boat, Airplane 
• □ Rental Property 
• □ Checking Account(s) 
• □ Savings Account(s) 
• □ Bond(s), CD(s) 
• □ Investment(s) 
• □ Retirement Plan(s) 
• □ Jewelry, Art, Collectibles 
• □ Business Property

LIABILITIES

• □ Mortgage(s)
• □ Credit Card(s)
• □ Loan(s)
• □ Automobile
• □ Boat, Airplane
• □ Business Liabilities

DOCUMENTS

• □ Tax Returns (Last Two Years)
• □ Life Insurance Policies
• □ Disability Income Insurance Policies
• □ Long Term Care Insurance Policies
• □ Social Security Statements
• □ Trust Documents
• □ Will 
• □ Budget Worksheet showing Discretionary Income