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Please, bring the following to your financial meeting.

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  • 401(k) statements.
  • Investment statements. 
  • Employment Benefit statements.
  • Pay stubs for you and/or your spouse.
  • Your monthly budget if you have one. If not, we can help you create one. 
  • Life Insurance Statement.
  • Driver's License. 
  • Social Security Statement. 
  • Details on any debt you owe (mortgage, credit card, student loans, etc.)
  • Declaration pages from your current Insurance carrier (Home, Auto, and Umbrella). 
We want to get to know you. Having your assets and liabilities helps us assess your situation. If you have ever had a financial plan in the past, please bring that so we can understand what you have been working with.
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