Take the First Step: A Discovery Meeting

The first step is a Discovery Meeting (there is no charge / no obligation) which is an open, candid discussion to determine if the fit is right for both of us to take the next step and begin collaborating on the design of your financial life plan. 

Consider bringing along recent statements and reports pertaining to:

• Brokerage / mutual fund accounts

• Retirement or tax-deferred accounts:

  • 401k / 403b /457 plans

  • IRAs - Traditional / Roth / SEP / SIMPLE

  • Annuities - fixed / variable / indexed

  • Education savings plans (529)

• Mortgage and other loans (student, car, boat, home equity credit line, etc.)

• Employer pension and Social Security benefit statements

• Current Insurance Plans

  • Life / health / disability / long-term Care

• Most recent federal and state tax returns