It is important to have the right information and people with you during your meeting with a financial advisor. To start, we recommend bringing your spouse or trusted loved one. Open and honest communication about your goals together is extremely important.
We would suggest bringing your tablet or iPad as well as your usernames and passwords to your financial websites (bank, mortgage, investment accounts, credit cards, etc.). This is helpful when gathering up to date balances during the meeting.
Most people overlook bringing their pay stubs and employer benefits statement. A simple pay stub can help tremendously in the data collection process.
Lastly, bring lots of questions. We look forward to meeting with you and are grateful for the opportunity to be a resource to you and your loved ones!
Latest monthly or quarterly statements for all active accounts