Initial Consultation

The initial consultation (complimentary) typically lasts 1-2 hours, depending on the situation.  During this meeting, we will review your overall financial health and discuss any topics of concern.


What to bring to the initial meeting:

  • Checking/Savings Statements
  • Investment/Retirement Statements
  • Debt/Liability Statements
  • Insurance Statements
  • Most recent two (2) paystubs
  • Most recent 2-years Federal and State Income Tax Returns


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