If you are interested in a financial planning meeting, please call to discuss your specific circumstances and your expectations, and to determine if we are a good fit for each other.  Meetings are by appointment only, and a comprehensive initial meeting takes about 3 hours.

• Summary of assets and liabilities (not required, but helpful)
• Tax returns for prior year 
• Most recent investment statements (including IRA, 401(k), 403(b) and other retirement accounts)
• Loan balances and interest rates (credit cards, car loans, student loans, mortgage and any other loans)
• Life insurance (death benefits and premiums)
• Employee benefit information (life and disability insurance; retirement plans, including matching contributions and investment choices; stock options; employee stock purchase plan; and any other relevant benefits)
• Pension benefits statement
• Social Secruity benefits statement
• Any other documents you believe would be helpful to my understanding your finances
• List of issues and questions of concern to you