Bring the completed form with you to your meeting. We are looking forward to meeting with you! To make the most of our time together, please complete the following items before your appointment:

• Documents To Bring To Your Appointment

  • A complete list of your assets (investments, real estate, savings, etc.)

  • Recent paper statements for financial accounts (investment, banking, credit cards)

  • Login credentials for online financial accounts (usernames, passwords, security questions)

  • Details of employer benefits and available investment options

  • Copies of insurance policies and estate documents (including wills)

  • Your driver’s license (for identification purposes)

  • A list of important contacts (CPA, attorney, and family—include addresses and dates of birth)

  • A summary of outstanding debts (loans, credit cards, etc.)

  • Your most recent tax return(s)

  Click Here for a PDF of the requested items above.

• Risk Tolerance Questionnaire

  Download and fill out the Risk Tolerance Questionnaire. Bring the completed form with you to your meeting.

• Budget Worksheet

  Download and fill out our Budget Worksheet to help us further understand your full financial picture. Bring the completed form with you to your meeting.

• Bring Anything Else That You Feel Is Relevant

  If there are any additional documents or details you think might help us understand your financial picture, feel free to bring them.