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The Information Checklist

Happy bride and groom
 


What information will I have to provide?

We will ask you to provide us with information about:

  • Your family
  • Income
  • Expenses
  • Assets
  • Investments
  • Income tax returns
  • Current retirement schedules or projections
  • Existing insurance
  • Estate planning documents
 

We will also discuss your personal and financial goals and timeframe.