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Initial Consultation

We look forward to getting to know you and seeing how our firm might be able to help you.

To help make the most of our initial meeting, we encourage you to bring copies of the following items:

  1. Last year’s tax return 
  2. All statements related to your investments
  3. A recent Social Security statement
  4. A loose monthly budget 
  5. A list of as many questions as you can think of.

You might also find comfort in reviewing our Client & Adviser Relationship Expectations, and completing our Risk Tolerance Questionnaire.

Please don’t hesitate to let us know if you are having difficulty preparing for our meeting.

We are happy to help