How to prepare for your first planning meeting

We know life is busy and taking time out of your schedule can be a challenge. We want to make the most of our time together. Gathering documents and login information for your online accounts goes a long way towards making us more efficient during our meeting.

Click here to download a list of items to gather. 

Click here to complete your profile worksheet.

Click here for Beneficiary Designation Worksheet.

Don’t worry if you can’t find everything or if some items don’t apply to you. Just Gather what seems relevant to our meeting.