Our First Meeting
What to expect:
- Candor – We’ll offer a straightforward assessment of your current situation and truthful answers to any questions you might have.
- Plain English – We’ll use straight talk to discuss what’s going on now – in the markets and in the world – and determine which events truly matter to you and your goals.
- Support – We’re here to build a plan designed to help you reach your financial goals and also to help you stick to that plan through every up and down.
What to bring:
- Account statements for all of your investment, bank and retirement plan accounts
- A firm idea of your current income, current spending and the lifestyle you expect to enjoy in retirement
- A list of your non-portfolio sources of income including pensions, trust income, rent, Social Security payments, etc.
