LIST OF HELPFUL DOCUMENTS THAT YOU CAN BRING TO OUR FIRST MEETING

• Tax returns (year to end)
• Investment statements (help with you and with other institutions, like 401k)
• Banking statements (to assess lifestyle expenses, etc.)
• Wills and trust documents
• Non-investment assets (homes, artworks collections, etc.)
• Insurance statements (LTC, disability, life, etc.)

AFTER OUR MEETING

• You will receive a follow up email including:
  • Content of our meeting
  • Your goals
  • All the action steps we will take to ensure we help achieve your goal
  • (if you have any additional thoughts / changes to our plan, feel free to let us know)