Join As a Client

Whether you’re seeking the advice of a financial professional for the first time or looking for a second opinion, we know that preparing for your first meeting with a new advisor can be overwhelming. We want to make it as easy as possible. Don’t delay your first meeting because you can’t find all your statements—getting the process started is the most important step.

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    • What worries you about your finances?
    • What do you expect from a competent advisor?
    • If you have reservations about your current advisor, when did the relationship begin to disappoint you?
    • What bad experiences do you have as an investor?
    • Do you have a will? When was the last time you had it reviewed?
    • What are your family and monetary goals?
    • What is your money personality? What is your spouse’s?

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    • Statements you have from any 401(k)s, IRAs, life insurance policies, brokerage accounts, mutual funds, annuities, and tax sheltered annuities (TSAs)
    • If you are retiring, your list of pension income options
    • Pension and Social Security income statements
    • A pay stub
    • Your most recent tax return
    • Any long term care plan(s) you might have
    • Legal documents (e.g. your will, trust agreements, power of attorney, advanced medical directive, etc.)
    • List of beneficiaries for all of the above