What should I bring to the Discovery Meeting?

The following items would be helpful, the more you provide us, the more we can help you:

  • Your latest financial statements such as: Mutual funds, CD’s, Life insurance policies, Annuity policies, Retirement accounts (IRA, 401K, TSA, 403B.etc.) [Please bring your statements not just a spreadsheet]
  • Wills and Trusts
  • A copy of last two year’s Federal & State Income Tax Return
  • An estimate of your annual expenses
  • Any questions you may want to write down for discussion