Initially, we require very little. The first meeting is to get acquainted, when we discuss your financial goals, investment objectives, and risk tolerance. It would be helpful if you could bring last year’s tax returns and recent financial statements. Estate documents, insurance policies, a will, and other significant records will eventually be required.  

Becoming a client is easy

After initial discussions to determine your priorities, we prepare the necessary paperwork for you to complete and sign to begin your planning process.