Data Gathering Meeting
A 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 need to collect a lot of data. This can take a while to collect and we've found the best way to gather the data is in a meeting so we can review it together and we can ask you questions to be sure we understand everything and your financial plan is as accurate as possible.
We will provide you with a detailed list of items we ask you to bring to this meeting.