A consultation with one of our advisors will be relaxed and include a review of your existing financial situation at our office or via WebEx conference call to your home or work. You are under no obligation and will receive valuable personalized input on potential opportunities and strategies that may exist for your particular financial situation. While you won’t receive a comprehensive review or entire financial planning services, you should expect to get a sense of what it might be like to work together. What to bring: This list of simple to-do’s will prep you for a productive sit-down with one of our Financial Advisors. ● a list of any questions you may have regarding your current financial situation ● any account statements, budget information or other areas of your financial life ● a list of personal future dreams and financial goals (both short and long term) ● figure out what you already have in place for benefits (includes retirement matching, life insurance, group disability benefits, HSAs, etc.) by talking to your HR department at work Our goal is to document everything in your financial life, make a list of follow up items that we need details on and never ask you the same question twice. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. Click on the links below to print documents you can complete and bring to your initial consultation. Most forms are interactive. ● Tell us about you (Short form) 2 pages ● Financial Profile (Longer form) ● Budget Info to print ● Budget Info to download ● Documents to bring to a meeting ● LPL at a glance ● Appointment Schedule for BWA Wellesley ● Appointment Schedule for BWA Providence ● Risk Tolerance Questionnaire ● SSA-7004 - Social Security - estimate of benefits 

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First Meeting Checklist.pdf

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