If you are transferring multiple investment accounts, it's easy to become overwhelmed with the amount of paperwork you’ll receive. At this meeting, we will help you organize all that paperwork in a binder that we provide. We will explain exactly what is happening with your money.
We will also make sure that we have all the information necessary to complete your Wealth Management Plan (WMP). The WMP describes your current situation, compares it to your desired results and creates an incentive to reach your goals. It is a comprehensive document that addresses the full spectrum of your financial affairs—including asset protection, estate planning and tax planning. It is the document that directs all of our work together. By creating, following and periodically updating your WMP, we markedly increase the probability that you will reach your most important financial goals.
What to bring:
- All the new account paperwork that you will receive in the mail
- Any questions you may have regarding the implementation of your investment plan