Our purpose is to gather as much information about you and ask you as many questions as you will allow us to. We want to understand who you are and what you want to accomplish in your financial life. We need to know what you need, what you’d like to have, and what you’ve always dreamt of. We will help you put together a plan to alleviate your fears and achieve your needs, wants, and wishes. To help facilitate the meeting, we suggest bringing the following documents. Our goal is to get an idea of your complete “financial picture” so that we can make informed recommendations and answer your questions.
Items suggested for the meeting:
– Financial Statement (if you have one)
– Social Security and Pension Statements
– Investment and Retirement Plan Statements
– Insurance Statements
– Trusts, Health Directives, and Wills
– Information on your mortgage or debt balances and what your payments are currently
– Your current monthly expenses
If you choose to work with our team, we will set up a “Get Organized” and “Get Connected” meeting.
In the “Get Organized” meeting, we will take all documents you have that pertain to your financial life, clean out what you don’t need, save copies as a backup, and sort and file them in a binder for you to take home. This binder can be brought in periodically to be cleaned up and re-organized as needed. Any time you need a financial item, you’ll know exactly where to find it!
In the “Get Connected” meeting, we’ll get you signed in to “My Foundation”, a resource that you can use to keep track of all of your accounts- you can link investments, bank accounts, and credit cards, for easy tracking of your spending, saving, and net worth. We can upload your legal documents so there is always a copy available. We’ll get you set up for online access to your accounts and paperless statements if you wish.
Typically, we meet with our clients two to four times per year, as predetermined in meetings with you, though this can be more or less frequent depending on your wishes. At least one of the reviews each year will include your CPA to cover the tax efficiency of your plan, and determine improvements or strategies that should be made prior to the next tax filing deadline.