Our First Meeting
Let’s get to know each other.
Our first meeting is an opportunity for me to learn more about you, what you would like to accomplish, and how I can help you through the process. Think of it as telling your story, more is always better, it allows me to understand who you are, your situation, and to craft a plan tailored to your needs. We will cover family background information, financial information, and discuss who you might consider to act on your behalf.
Helpful information for your first meeting.
The following lists include helpful information to bring and/or to have thought about prior to our first meeting. But, don’t worry if you don’t worry if you are still undecided, sometimes it is better to get the ball rolling.
Personal information:
Beneficiary information- names, addresses, and birth dates
Fiduciary information- names, addresses, and birth dates
Financial information:
Retirement accounts
Brokerage accounts
Bank accounts
Life insurance policies
