New Canaan Group
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Preparing for your Meeting

We are often asked "What should I bring?"
On our first meeting, you can bring as much or as little as you are comfortable with.

The beginning is all about getting to know each other and getting familiar with your unique situation.

That being said, preparing items ahead of time or bringing documents with you to even the first meeting, will help our time together be as helpful and productive as possible.

1. Bring yourself & anyone who helps you make financial decisions


2. Think about your financial goals or concerns - write down any questions that immediately come to mind so we can address these first


3. Gather documents and have them with you for the meeting​
  • Click Here for a list of common documents helpful for a comprehensive plan or review


4. Fill out the Cashflow Worksheet or bring your own expense worksheet if you have one​
  • Click Here to download our template


5. Start your Financial Map​
  • Click Here & select your advisor to get started​



STAMFORD OFFICE
1266 East Main Street, 6th Floor
Stamford, CT 06902
(P) 203-358-0779
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SHELTON OFFICE
3 Corporate Drive, Suite 212
Shelton, CT 06484
(P) 203-937-2444
Check the background of our financial professionals on FINRA's BrokerCheck
Disclosure:

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC.  Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of UT, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. New Canaan Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. PPG-156436 (Rev. 1/22) (Exp. 9/24)​

  • Home
  • About
  • Our Team
  • Services
  • Seminars
  • Client Center
    • Meeting Prep
  • Contact