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!