Looking forward to meeting with you!

Whether we’re meeting for the first time or we’ve worked together for years, it’s important to ensure we have the most accurate data possible.

Please ensure you have account statements and/or login info for every applicable item on the Pre-meeting Checklist

Here are some common planning points:

  • How is your employer-based retirement plan allocated? Are there new investment options or an increased matching contribution? Are you taking the right amount of risk in your portfolio?

  • Are your beneficiaries up-to-date across all investment accounts and insurance policies? (These designations likely override your will!)

  • Do you have any major opportunities or expenses on the horizon?

  • Whens the last time your tax return and home/auto insurance policies were reviewed? Are you paying too much?

  • Does your financial plan still truly align with your goals?

Nerd-out on more planning points on the blog HERE