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Step 1 – Gathering Documents

Prior to your first appointment with us, please gather and bring the following information with you to your appointment if applicable:

  • Your most recent complete statements for your accounts such as IRA’s, Annuities, 401(k) Plan, Brokerage accounts, Stock/Mutual Fund portfolio summaries and recent statements
  • Insurance Policies
  • Health Insurance Information if you’re not on an employer-sponsored plan
  • Trust information
  • Inheritance Information
  • Last 2 Years Tax Returns (if interested in a tax review)

Also, we would like to you take our short risk analysis quiz, so we can review the results with you at your first appointment.

Take the quiz