Documents to bring with you or upload before your meeting:
You are not required to bring anything to your meeting but if you think it would be helpful to upload documents in preparation for our meeting, please do so at the link below.
Examples of reasons to upload documents:
- if this is your first meeting, please upload brokerage statements and bank statements that you might consider us managing as well as your most recent tax return
- if you’re engaging our firm, please confirm that brokerage statements and bank statements have previously been sent, upload drivers license, and updated Will, Healthcare Directive & Power of Attorney
- if you’re an existing client, please upload recent social security statement(s) (ssa.gov) and any statements for assets held away
Here’s the link to securely upload documents:
If you have any questions about which documents are needed, please contact us at 678-741-2370.