Client First Meeting

We don’t like surprises.  We have created an information package to help make your first visit as productive and informative – and surprise free – as possible.

Please write down any questions you may have and bring the list with you.  We love questions!  We want you to be the most well-informed and pro-active participant in designing the plan that bests fits your family and your financial situation.  We will provide a “goal” sheet that may help you identify things that are important to you that you may wish to discuss with us.  If you have any existing estate planning documents, such as a trust, will or power of attorney, please bring them with you for us to go over with you.