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Working together


Your initial meeting with me is complimentary. This meeting gives you and I the opportunity to meet and help you assess if my services are right for you. If you choose to have me become your financial advisor, this meeting will lay the groundwork for a long-term working relationship. Even if you choose not to become a client, I believe the time spent will be worthwhile for you and that you will leave the initial meeting with information that is helpful.

Items to bring to your first meeting;

· Tax return

· Investment statements

· Pension Information

· List of your assets

· Value of your home(s)

· List of debts

· Social Security estimated benefit statement

· An estimate of your average monthly spending.

· A list of your questions.

· Feel free to bring in anything else you feel might be helpful.