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First Appointment - Goals & Information Gathering

Our Appointment Process

Our Appointment Process

Our First Appointment combines Identifying Goals and Gathering Your Information. This is an opportunity for us to get to know you, your goals and how we can best work with you. This will give us both an opportunity to decide to work together so that we can prepare for our Second Appointment to Discuss Strategies. 

Below, we want to prepare you for the First Appointment, help you understand what to bring and how to get in the information to us prior to your First Appointment. Always feel free to reach out if you have any questions. 


Our Core Values

Our Core Values

Partnership - Our first step is to learn as much as we can about you - your goals, values and unique life situation. Our role is to listen carefully, ask good questions and fully understand what you want to accomplish in life. 

Organization - We will help bring order to your financial life, by assisting you in getting your financial house in order (at both the "macro" level of investments, insurance, estate taxes, etc..., and also the "micro" level of household cash flow).

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How To Prepare

The first appointment is a chance to identify your goals and for us get additional information about where you are today and where you want to get. We will walk you through a process to identify how we can help. We ask you to provide us with documents that will assist us in seeing where you are today. If some of these documents are unavailable, we understand. Whether you decide to work with us by allowing us to manage your investment portfolio(s) or want us to work with you by providing Financial Planning, we are here to help guide you along the way. 

Below is a list of what to bring, documents we need you to fill out and documents we ask you to provide us before or during your first appointment. If you have questions, please feel free to contact us. If you have not done so yet, please schedule your first appointment. We offer appointments in-person or via Zoom. We look forward to meeting with you soon.

What To Bring

Documents For You To Provide

We provide you with a list of potential documents we will need. You may or may not have specific items on the list, that is ok. Provide us with what you have and we can determine if we need anything else.

Get List of Documents To Provide

When To Provide Us With Documents

We prefer to receive your documents prior to your appointment, however, you may want to bring them with you to your appointment. If you want to provide them before, use the link below to upload them to us via eMoney in the Vault.

Upload Your Documents

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