Preparing For Your Initial Appointment:
We Are Looking Forward To Seeing You!
Items To Gather Before We Meet:
- Social Security Statements
- 401 (k) or Retirement Plan statement
- Life Insurance Info
- Any other Investment Statement
- Estimated Monthly Expenses
Information We Will Need When You Become A Client:
- Full Name
- Mailing Address & physical if PO Box
- Cell Phone #
- Social Security #
- Date of Birth
- Bank Information
- Beneficiary Info (name. relationship. date of birth, ss#, & contact info)
- Drivers License/Government ID
Topic's We Cover:
OUR TOOLS:
- Adviceworks Client Portal
- Our Website
- Money Guide Pro
OUR PRACTICE:
- Team Members
- Our Approach
LEARN ABOUT YOU:
- Investment Objectives
- Risk Profile
- Personal Goals
- Investment Profile/Experience
- Legal Considerations
COSTS:
- Advisor Fee
- Planning Fee
- Product Fee
- Paper Statement Fee vs E-delivery (no fee)