Our Process
Introductory Meeting
The purpose of our first meeting is to get acquainted. This meeting allows us to understand your dreams and your objectives. It also gives you an opportunity to get a feel for our approach and methodologies and to determine if this is a good fit for you. There is no charge for the first meeting.
Follow-up Meeting
Once you decide to work with us, we schedule a follow-up appointment. In order to make this as productive as possible, we ask that you bring the following items with you:
Photo identification
• Driver's License
• Passport
• Any Government issued Identification
Recent statements showing your income
• Latest Federal and State tax returns
Recent statements showing your assets
• Checking accounts
• Savings accounts
• Money market accounts
• Certificates of Deposit (CD)
• Mutual funds
• Annuities
• Stocks
• Bonds
• 401K and pension plans
• Insurance policies
• Wills or trust
• REITS
Any other document that you feel is important.
This information is used to help us develop an effective and customized plan that suits your financial situation.
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