One of the main reasons we entered the financial planning profession is because we love numbers. But, we understand that getting into the nitty gritty is not everyone’s favorite thing. Of course, if you like diving into the details we’re more than happy to oblige! Our job is to gather the necessary information from you to formulate a plan so that we can present it in a clear, simple way.
To do this we’ll need information on your current investment accounts, current savings amounts, and an estimate of your future Social Security income (if applicable). Since we incorporate taxes in all our retirement planning, we will ask for previous years’ tax returns. We will also need monthly spending estimates so we know how much monthly income you may need in retirement. We will also ask for copies of your current life/disability/long term care insurance policies and your estate planning documents.
This may seem overwhelming, but we are here to walk you through it step by step. We offer a file-sharing service to easily and securely upload any sensitive files. We offer a personalized service, and we encourage our clients to reach out anytime with any questions or issues they have.