New Client Checklist

  • First Meeting - (Introduction)

The first meeting is to introduce ourselves to each other.  This will allow me to understand your goals, dreams, and objectives.  Also, the first meeting will allow you to understand my strategies and methods to determine if we are a good fit.  There is no charge for the first meeting.

To ensure we make the first meeting as productive as possible, please download this new client profile. Fill out all the information possible and bring along with you to the first meeting.

Retirement Life Style Book and Quertionnaire - Download and complete this  for Comprahinsive Financial Goal Planning - Retirement, College, and  All Other goals.

or

Quick Forms - Retirement Planning and Investment  Planning Questionnaire - Download and complete this  for Retirement and Investment Goal Planning.

Budget Data Gathering Questionnaire - Download and complete this to create a Current and/or Retirement Budget.  It can also you determine the expense amount to use for Your Living Expense Goal when preparing a Financial Goal Plan.
 


 


Follow-up Meeting

To enable us to make your follow-up appointment as productive as possible, please bring the following items with you:

  • Photo identification:
    • Driver's License
    • Passport,  Green card or Any Government issued Identification

 


 

 Recent statements showing your assets:

 

 

    • Checkings 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

 

 


 

 

 

  • Recent statements showing your debt:
    • Credit cards
    • Auto loans
    • Mortgage
    • School loans and educational expenses

 


 

 

  • 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.

Initial consultations are complimentary.  Office hours are available by appointment only.

 

 

 


  • Recent Statements showing your income:
    • Recent paycheck stubs
    • Latest tax returns
  •