Take the next step

We like to start out by learning a little bit more about you, your needs and what you want to do with your money or what you want your money to do for you. This preliminary information helps us to determine how we can best help get you closer to where you want to be financially. Before you get started, here is some information you will need to know in order to answer the questions:

• Your annual income (from salary, social security/pension, investments or other)
• Your spouse/domestic partner's income (if applicable)
• All of your current investments in:
  • IRAs, Roth IRAs, other individual tax-deferred investments
  • Corporate sponsored 401K or 403b
  • Individual stocks, mutual funds or other taxable investment accounts
  • Cash on hand in bank accounts (checking and savings) or cash equivalents (Treasury bills, money market accounts, etc.)
• Home ownership information
  • Latest mortgage statement that reflects how much you have left to pay and your annual interest rate
• An approximate value of all your other major assets (boats, vacation homes, jewelry, cars, etc.)
• An estimated amount of debt or other financial liabilities or obligations (monthly or yearly)
• Your current tax status and any special tax considerations you might have
• The types of insurance you have

We value your privacy. To see how we use your personal information, please view our privacy policy.

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