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At our initial meeting we will begin by reviewing your current financial status, plans, ideas and strategies within your own personal context. In other words, what do you want? During this exploratory conversation we will review the protection, saving and growth components of your financial world.
Following this discussion, we will explain our macro economic approach which will help maximize your wealth potential by focusing on the strategic positioning and movement of your money. Throughout all of our meetings we will explore and discuss the advantages and disadvantages of your existing money strategies and products.
In order to make this process productive and efficient, we ask that you be prepared with the following documentation with which to address your financial protection, savings and growth opportunities.
- Protection
Auto and home insurance coverage, deductibles and premiums; wills and trusts documents; umbrella policy limits; existing life insurance and disability contracts; group/company benefits; and social security statements.
- Savings
Statements or summary pages for your retirement accounts (IRAs, ROTH, 401(k)); savings or money market accounts; children’s college 529 statements; and minor children’s savings accounts.
- Growth
Statements or summary pages for your investments; mutual funds; stocks and bond portfolio(s); real estate values; and collectibles.
- Debt
Credit card balances / interest rates; student loans; car loans; type of mortgage(s); and mortgage balance(s) / interest rate(s).
- Income
Paycheck stubs; W2 tax forms; etc.
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