What to bring to my meeting
Let's learn about you
It is key to have the right information and people with you during your meeting with your financial advisor. To start, I recommend bringing your spouse. Open and honest communication about your goals together is extremely important.
I would suggest bringing your tablet or iPad as well as your usernames and passwords to your financial websites (bank, mortgage, investment accounts, credit cards, etc.). This is helpful when gathering up to date balances during the meeting.
Most people overlook bringing their pay stubs and employer benefits statement. A simple pay stub can help tremendously in the data collection process.
Finally, bring lots of questions. I look forward to meeting with you!

What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Learn More

What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Learn More