The initial consultation (complimentary) typically runs between an hour and an hour and a half. To make the most of our meeting, please bring with you any documents that will provide as much detail about your financial situation. Below is a list of suggested documentation that would be helpful to bring.
- 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