Our personal, comprehensive approach to financial planning will serve you best when you've thought about what you want to accomplish. Here are a few tips and questions to help you prepare for our first meeting.
Gather any information and documentation that we may need to help formulate your financial strategy, such as statements of assets and investments, liabilities and income. We also recommend you think about the questions below and decide which ones you need us to answer. Please bring any additional questions you may have so we can discuss them at your appointment.