First Meeting Checklist

Ocean

Our first meeting will focus on gathering information and discussing your objectives, needs and ideas. We want to get acquainted, determine if we can help you financially, and see if we like each other.  The initial meeting is complimentary.

  • Your Main Objectives
  • Your Family Concerns and Values
  • Your Financial Concerns
  • A List of Your Assets and Liabilities
  • A List of Your Income Sources
  • Your Risk Tolerance
  • Your Will and/or Trust
  • Your Investment, Annuity and Insurance Statements

We look forward to being with you.

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