Your First Appointment


You needn't bring anything to your first meeting. However, if you have specific concerns, you may want to bring some of the following items:

  • Latest Income Tax Return
  • Bank Account Statements
  • Investment Statements
  • Real Estate/Mortgage Information
  • Life Insurance Information
  • Pension Estimates
  • Debt Information
  • IRA/Roth IRA Statements
  • EE Savings Bonds Information
  • Social Security Estimates



If you haven't already done so, we invite you to schedule your first appointment!