Before Your Appointment

Depending on the reason for your financial or life planning needs, this checklist can help you prepare.

  • Gather documents to bring to your first appointment:
    • Copies of any financial statements, life goals, or personal histories relating to your financial well-being.
    • Completed financial history questionnaire.
    • A list of all current monthly expenses, including variable and fixed expenses.
  • Spend time reflecting on past financial choices and life experiences that have affected your current financial position.
  • Ask your spouse or a trusted advisor to accompany you if you wish. Depending on the type of financial or life outcomes you desire, you may need someone to provide complete clarity.
  • Bring any questions or concerns. Our process evokes thoughts that can provide you with the clarity to make sure your past doesn’t affect your future goals.