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What to Bring to Your Second Meeting

What to Bring to Your Second Meeting

The goal of our first meeting is to get to know each other and for us to discuss the goals, concerns, and issues you have.  We also want to answer every question you have about Ron, our firm, and the process that you may have.  You don't need to bring anything to the first meeting, but we will need information for the rest of the process that we will detail in the first meeting.  You may bring information and statements on accounts you may have questions about, or anything you may think is important to discuss in our first meeting together.

Eventually, information that we will need for your planning process is as follows:

Statements on all investment accounts (401(k), IRA, Roth IRA, Brokerage, etc.)

Bank Account Statements

Last 2 years' State and Federal Tax Returns

Real Estate/ Mortgage Statement

Debt Information/ Statements

Pension Estimates

Social Security Statements (Click here to retrieve yours!)

Life Insurance Information

Current Cash Flow Estimate/ Budget