What to Expect in Our Meetings

Our client meetings generally run between an hour to an hour and a half. To make the most of our time together, it is extremely helpful to bring with you any documents that will provide as much detail as possible about your financial situation, such as current wills or trusts, investment statements, income tax returns, life insurance policies, and other documents outlined in the 1st Meeting Helpful Checklist. If you do not have this information readily available, be assured that we will do our best to ask for or gather the necessary information to provide you with a thorough overview of your current financial health and your future goals.