What to Expect in Our Meetings

Our client meetings generally run between an hour to an hour and a half. To make the most of our time together, it is extremely helpful to bring with you any documents that will provide as much detail as possible about your financial situation, such as current wills or trusts, investment statements, income tax returns, life insurance policies, and other documents outlined in the 1st Meeting Helpful Checklist. If you do not have this information readily available, be assured that we will do our best to ask for or gather the necessary information to provide you with a thorough overview of your current financial health and your future goals.

Due Diligence Complimentary First Meeting

Gather Information About:

  • Family Situations
  • Income Taxes
  • Current Estate Plan
  • Life Insurance
  • Investments
  • Income & Expenses
  • Long Term Care Insurance

Key Discussion Points

  • Risk Tolerance
  • Income & Lifestyle Expectations
  • Your Short & Long Term Goals

We will discuss some initial ideas about how we may be able to help

Consultation Complimentary Second Meeting

Present and review a report that summarizes:

  • Your Current Situation
  • Problem Areas
  • Possible Solutions
  • Advantages vs. Disadvantages
  • Next Steps / Action Items
  • Cost Involved