PREPARE FOR YOUR APPOINTMENT

• Personal Information Form: This form gives us a quick snapshot of your situation, providing basic facts about yourself and family, an overview of your assets and liabilities, and a short summary of what you’d like to accomplish by working with us.
• Budget Worksheet: Do you know where all of your money goes? How much does it cost you to support your lifestyle? Understanding your spending needs is key to developing a workable financial plan.
• Map: 275 West Third Street: A handy diagram showing the best way to navigate to our downtown Vancouver office from various major highways.

ITEMS WE ASK EVERYONE TO PROVIDE INCLUDE:

• Your most recent tax return
• Your most recent paystub(s)
• Recent investment statements
• Retirement plan information
• Life and long-term care insurance information
• Mortgage information
• Social security estimate of benefits
• A list of your goals and questions: We want to make sure your main issues and concerns are addressed.

COME BACK AND SEE US

The world moves at a dizzying pace. We make it our business to stay ahead of it. A changing economy, tax laws, and even your own financial strategies are all variables we love to pivot with. So, it’s a good idea to check in as events happen, questions arise or at a minimum, annually.