The next step would be to give us a call to “Get Acquainted” and determine if and how we can help you. We can then decide to set up a meeting. at either our Lake Placid, or Saranac Lake offices.
During our meeting, we will discuss what is important about money to you, your current financial situation, values, goals, dreams and concerns. This meeting is an opportunity for us to exchange information and for you to get an even better sense if we are the right financial planning firm for you.
You will need to bring the following items if you have them:
- Credit Card Statement(s)
- Credit Report
- Social Security Benefit Report
- Bank Statement(s)
- Brokerage Account Statement(s)
- Mutual Fund Account Statement(s)
- Retirement Plan Account Statement(s)
- Paycheck Stub(s)
- Employee Benefits Booklet
- Most Recent Tax Return
- Insurance Policies; Homeowners, Life, Auto
- Loan Documents; Home, Auto, Other
- Trust Documents
- Power of Attorney
- Living Wills and Health Care Proxies
At the conclusion of this initial meeting, we will present you with a fee-estimate for preparing your personal financial plan and the ongoing annual retainer. This first meeting will last about one hour. This meeting does not obligate you to retain our services and if you decide we are not the right financial planning firm for you at this time there will be no charge to you.
To schedule a “Get Acquainted” meeting please call us at (800) 254-5567. We look forward to hearing from you soon.