Getting to Know You

In order to make the most of our time together, please bring the following items to our next meeting:
  • Prior year tax returns
  • Most recent investment account statements including 401(k)s, IRAs, Trust, 529 accounts, etc.
  • Current debt information including mortgages, lines of credit, personal loans, auto loans
  • Insurance information (life insurance, disability insurance, or long-term care)
  • Trust Documents & Corporate Documents
  • “Getting to Know You” form – completed and emailed to [email protected]
preview of the getting to know you document