We look forward to seeing you at your next planning session!

In order to make your meeting as productive as possible, please review the following items. You may also hear from your team with any additional items needed to prepare for your planning session. As always, feel free to contact us with any questions. Thank you!

Client Portal Review

Prior to your appointment, please review, update and link your accounts, as necessary, via the Client Portal

Learn more

Client Portal - Add Accounts

How to add accounts to your personal financial website.

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Client Portal - Vault Overview

Utilize the Vault feature to securely share and store important documents and files.

Learn more

Planning Session Checklist

It is helpful if you can provide your team with the following information prior to your scheduled meeting time. The best way to provide information securely is through your Client Portal - either linking your accounts or uploading documents to your vault (instructions above).

  • Current retirement account statements (401(k), 403(b), IRAs, etc.)

  • Current investment account statements (any brokerage accounts, mutual funds, etc.)

  • Pension estimates (Verizon pension estimates are available through the Verizon Benefits website)

  • Current debt information (mortgage, student loan, credit cards, etc. Please include balances, interest rates, and monthly payments.)

  • Most recent paystubs

  • Social Security benefit estimates (available through the Social Security Administration website)

  • Current insurance policy statements (including death benefits, premiums, and beneficiaries)

  • Copy of current driver’s license(s)