New Clients
What To Bring & Expect
We are so excited to begin our journey together. Below is a list of some of the documents that will be helpful to provide us with when you prepare for your appointment. Please don’t hesitate to ask us if you have questions. We are only a text message away!
Income &
Expenses
- Pay Statements
- Social Security Statements
- Annual Living Expenses
- Federal & State Tax Returns
Liability
Statements
- Mortgages
- Auto Loans
- Student Loans
- Credit Cards
- Private Loans
Employee Benefits & Insurance Statements
- Life & Health
- Disability
- Long Term Care
- Homeowners/Renters
- Auto
- Umbrella (Liability)
Investment
Statements
- Bank Accounts
- Taxable Brokerage Accounts
- Retirement Accounts
- Education Savings Accounts
- Health Savings Accounts
- Annuities
- Pensions
Estate
Documents
- Real Estate Addresses
- Wills / Trusts
- Powers of Attorney
- Beneficiary Designations
- Benefits Handbook
- Summary Plan Description
Get Started Below!
Please complete the following client onboarding form below to give us the information needed to help turn your financial future into a reality.
Please answer questions as thoroughly as possible, thanks!