1st Meeting
In our initial meeting, we would like to spend some time with you, to get a better appreciation of your life and your dreams. We will talk about your dreams, your values and work together to define you most meaningful goals. We will also talk about any life transitions you are going through or expect to face in the near future. We will take a closer look at how these affect your life and your wealth. We do not make recommendations until we have all of the information we need from you, most importantly your goals for your life and wealth. We trust you’ll appreciate our comprehensive, client-centered process.

Before our meeting, we will request that you bring certain documents to the meeting and that you and your spouse take the time to complete two exercises. We will use these to guide our initial conversations, they help us and you gain more meaningful insight into your life, your values, your dreams and your goals. To get a copy of each of these exercises, please contact our office and ask for the Personal Financial Comfort and the Your Money, Your Life exercises.
2nd Meeting
In our second meeting: We will discuss all of your financial information and estate documents, including; but not limited to:

  • tax returns
  • net worth
  • all insurance policies
  • will & power of attorney
  • investment statements (401k, investment accounts, IRAs, etc.)
  • and any other documents you feel might be important to gaining a complete understanding of your entire financial situation

If you do not have all of the above, please do not call to cancel your meeting, we’ll work around these items and make a note to follow up with you. As well, we would like you to complete the following Financial Blueprint Exercise, and bring it with you to the first meeting. You can get a copy of this by contacting our office at (303) 843-9820 or at and someone will mail you a copy.