Please gather the following documents and send it to us before our meeting.  These documents will better help us understand your financial situation so that we can be better prepared to help you with your financial plans.

1) If this is our first meeting: Names and ages of all family members

2) Concerns or questions that you have about your finances

2) Cashflow and NetWorth breakdown.  You can use the one found here if you wish: http://www.logicwm.com/Budget.pdf

3) Investment Statements from your  brokerage accounts, IRAs, 401k (or 403b, 457, TSP...), non-term life insurance policies, annuites, etc...  Statements from accounts that we currently manage are not necessary.

4) Most recent paystub(s)

5) Most recent tax return