Your First Appointment

 Planning Your Financial Future…

It’s a Matter of Trust

The initial no obligation meeting is an excellent opportunity to get acquainted and learn about each other.  We can then determine if a fruitful relationship can be established. 

A mentor once said, “Trust is something that is initially granted, earned over time, and maintained by delivering on what is promised.”  As trust is a requirement of any business relationship and is at the heart of all successful relationships, the initial client meeting is designed to determine whether a formation of trust can be established. Truly, planning your financial future is a matter of trust. 

You needn't bring anything to your first meeting.  However, if you have specific concerns, you may want to bring some of the following items:

  • Latest Income Tax Return
  • Bank Account Statements
  • Investment Statements
  • 401(k) or 403(b) Statements
  • IRA/Roth IRA Statements
  • Pension Estimates
  • Real Estate/Mortgage Information
  • Debt Information
  • Life Insurance Information
  • EE Savings Bonds Information
  • Social Security Estimates


If you haven't already done so, we invite you to schedule your first appointment!