Get Ready

Today's the day.

Start building and preserving your wealth today. The first step is to gather the information we will need to sit down and make a plan together. Here are some suggestions for your meeting preparation -- and feel free to reach out and call us or email us if we can be of assistance.

  • 401(k) and other investment plan statements.
  • Mortgage and other debt statements (Hint: You shouldn't start investing until you're debt-free, besides the house)
  • Pay stubs for you and/or your spouse.
  • Your most recent tax return.
  • Your monthly budget.

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