Actually we like to say nothing is required, but the more information we have, the more productive our work together will be.
We can be especially extra productive with big fat documents and lots of fine print. Think tax returns, insurance policies, annuity contracts, Qualified Domestic Relations Orders, and employee benefits manuals, to name several.
We are fast readers and we LOVE fine print!!
If you’re interested in learning more, please review our suggested list of documents as well as get an overview of our financial planning process.