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 write a detailed plan for you, we will provide you with a list of items to gather. We've found that typically the best way to gather your documents is through a secure online client vault that we will give you access to. You can upload documents at your own pace and let us know when you have uploaded all necessary documents.
We will then review and organize all of your data. We will schedule a time to 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.