You’ve made a great decision in scheduling an interview with us, and we look forward to learning more about how we can help!
Some things to consider in our first meeting:
Initially, we will provide you with a full introduction to our associates and services as well as our system in getting your finances organized. Most of our time together should be focused on your objectives, so we will engage in conversation about you and your family, your work history, and your current and future financial goals and objectives.
Please come to the meeting with copies of your account statements, a budget worksheet including income and expenses, a listing of all outstanding debts, and any other relevant financial information such as Social Security statements, tax returns, and your will or trust. You may find our estate inventory form and budget worksheet (below) particularly useful in gathering your financials.
