What should I bring with me?
Please bring with you any and all documents that are pertinent to our financial discussions, including but not limited to:
- Your most recent statements
- Certificates of Deposit (CDs) maturity dates
- Long Term Care policies
- Life Insurance policies
What should I expect when I come for an appointment?
The first time we get together is a straightforward fact-finding appointment. The goal of the appointment is for us to ascertain where you’ve been financially, where you currently are, and where you would like to be. By going through a short questionnaire, we will determine what, if anything, we will be able to do for you in your particular case.