Documents to Gather


Schedule a 15 minute phone call to gain clarity on next steps

Before committing your time or ours, this 15 minute phone call will give us both a chance to make sure your situation matches our experience. If we aren’t a good fit for each other we will gladly introduce you to a firm who is better suited to your needs.


Documents to Gather


Retirement Income

Social Security Statement

Pension Statements

Annuity Statements


Risk Management

Life Insurance Policy(s)

Property and Casualty Declaration Page

Trusts and Wills



Last year’s Tax Reports

Retirement Plan Contributions (could be found on last statement)


Portfolio/Net Worth

Business entity organization documents (Ex: Articles of Incorporation, etc)

Business valuation summary (if applicable)

Last statements for all investment accounts (Ex: 401(k), 403(b), 457, brokerage accounts, PERA, etc)

Last mortgage statement

money dialogue

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