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.

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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​

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