We look forward to seeing you!
Items to have before we meet:
- Estimated monthly expenses (click on budget worksheet) Budget Work Sheet
- Investment information, e.g., 401K statements, IRAs, CDs, stocks
- Life insurance portfolios
- Social Security Statements
Information we will need when you become a client:
- Full name
- Mailing address or physical if PO Box
- E-mail
- Cell Phone #
- Social Security #
- Bank Information
- Drivers ID (photo copy)
- Beneficiary info (name, relationship, date of birth, SSN & contact number)
** We will cover the tools we use, our practice and how we work, learn about you and your goals and the costs to investing**
