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]