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.
