Data Gathering Meeting

A financial plan will help you to understand your current financial picture, prioritize your goals, and create action items to help you to get on track.  

In order to complete a detailed plan for you, we will provide you with a list of items to gather.  We will set you up with a secure online account where you will have a secure vault to upload your financial documents. We will set a date for the Data Gathering Meeting and before that date you can upload the documents to your portal. If there is anything you can’t find or have questions about, we will navigate those items together during our meeting.

Once you have uploaded your data, we will review and organize everything before our scheduled meeting.  During our meeting, we will ask you questions to be sure that we understand everything so that your financial plan is as accurate as possible.  This meeting is typically done over the phone, but we are happy to meet in person if preferred.