First Appointment

New Clients | Checklist for First Appointment

To help you prepare for your initial consultation, please refer to the First Appointment Checklist below for items to bring. Download the Income Planning Worksheet to start.

Checklist for First Appointment

  • Completed Income Planning Worksheet
  • Tax return - most recent for business and/or personal
  • Paycheck stub
  • Most recent investment statements
  • Real estate purchase and payment information business agreements
  • Wills / insurance policies
  • Employer provided benefits and most recent statements (401k, SEP, etc.)