We believe that all Americans benefit from setting financial goals, developing a written plan and working with a partner toward the achievement of those goals. To live out this core belief we first conduct a thorough Discovery Meeting prior to making any recommendations pertaining to your unique situation. The only items needed for your first meeting are listed below

1. Statements: your most recent statements for investments, 401k and bank accounts.
2. Personal and Financial Data Profile
3. Current Financial Plan

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