How We Work
What to bring to your first meeting
You don’t need everything. Bring what you have. We’ll help you find the rest.
Bring if you have them
Bring if you have them
- Recent statements for retirement accounts, IRAs, 401(k)s and brokerage accounts
- Pension letters or benefit estimates
- Your Social Security statement
- Your last tax return
- Insurance policies: life, disability, long-term care, home and auto
- A rough list of monthly spending
Please don’t email
Please don’t email
Account numbers, Social Security numbers, or passwords. Bring paper, or ask us how to share documents securely.
Pending firm review — Confirm the firm's secure document-sharing method before this page is finalized.