What should I prepare for our first meeting?

To make our first conversation productive, it helps to bring (or be ready to discuss):

• Your top financial goals and concerns
• Retirement accounts and investment statements
• Income and major expenses
• Insurance policies (life, disability, etc.)
• Any questions about retirement, Social Security, or Medicare
• Estate documents if you already have them (will, trust, beneficiaries)

Don’t worry if everything isn’t perfectly organized—part of my job is helping you simplify and prioritize.