Client Center

Information Needed for First Meeting

HERE IS A LIST OF DOCUMENTS WE ASK YOU TO PREPARE FOR OUR FIRST MEETING

1. A monthly budget of your expenses, Click here to download a copy of the form.
2. Mutual Funds/Stock/Bond etc. statements (Preferably the recent year end)
3. Latest bank statement-listing accounts
4. Any pension or 401(k) / 403b/457K plan statements
5. Recent IRA statements
   (Traditional and/or Roth)
6. Recent Social Security Statements
7. Copy of recent Mortgage Statement
8. Tax returns for the last 2 years
9. Wills and trust documents
10. All insurance policies, including life,
    disability, long-term care