Initial Consultation Preparation
Thank you for your interest in scheduling an initial call.
To make our time together as productive as possible, please have the following information available for your appointment:
Financial Overview
- All current investments with approximate balances
- Long-term care policies
- Life insurance policies
- For insurance policies: Year purchased, what company the policy is with, & benefit coverage
Estate Planning Documents
- Current Last Will & Testament
- Durable Power of Attorney
- Advance Health Care Directive
- Brief description of any trust/s you have in place
Debts & Major Assets (Estimated Values)
- Primary residence
- Automobiles
- Business interests
- Recreational vehicles
- Investment and/or vacation properties
In addition, please have any other information or questions you would like to discuss readily available.
Important Note
If you are interested in exploring how our approach differs from traditional advisors, it is important that anyone involved in making final decisions regarding strategies and planning be present on these calls and meetings from the very beginning. ie: your accountant, attorney, mother-in-law, etc.
Select a date and time below that works best for you.