Items to Send Us Prior to Your Appointment
We are looking forward to your upcoming appointment!
Sending all, or most of the information prior to your appointment will help make our meeting more productive.
- Your own agenda of what you would like to discuss. Please email or call with your agenda items ahead of your appointment so I can be best prepared if applicable.
- Statements of your other investments, 401ks from past employers, current 401ks, IRAs, Mutual Funds, Annuities, bank and credit union accounts held outside of our firm.
- The details of your match formula for your retirement plan at your employer. Such as - your employer matches 25% of the first 5% of your contributions.
- Loan balances and interest rates including your mortgage, car loans, business loans, credit cards and student loans if any.
- Your monthly average total spending (not including loan payments) including gas and groceries, fun money, insurances etc. Click this link for a printable Spending Plan checklist if you cannot and update it via your Personal Financial Website. This is the most important part of your plan. If this is wrong, your whole plan is wrong.
- Your income sources and annual gross (before taxes) amounts.
- Feel free to also bring a copy of your federal tax form.
- Life insurance death benefit, cash value and premium amounts.
- Who can we help? Who do you know in your golf group, retirement group, a colleague, neighbor or family member that you would like to help by referring them?