1.) UPLOAD to your VAULT/Shared Documents folder anything that has changed or been updated, such as your driver’s licenses, group benefits, any new income sources/current pay stubs or business balance sheets, etc. Please see the ITEMS TO REMEMBER list link on this page.
2.) Make sure all bank, investment & liability account FEEDS in your wealth management portal are up to date. If you do not recall how to do this, please email or call for assistance, my staff is happy to assist.
3.) Please email me what is on your mind if you initiated the meeting or an update to your situation if I initiated the meeting. Such as a specific agenda item/topic you would like to cover or an upcoming event, job or personal life changes, opportunities or challenges that may trigger a planned or unplanned inflow or outflow of funds, require a planning modification, or need to be incorporation into your plan.
IF YOU NEED TO RESET YOUR WEALTH MANAGEMENT SYSTEM PASSWORD OR CAN NOT RECALL YOUR USERNAME – JUST EMAIL US OR CALL THE OFFICE – IF YOU HAVE CHANGED YOUR EMAIL ADDRESS JUST LET US KNOW.
If you are coming to the office, please feel free to bring any “to shred” items, as we have a dedicated IRON MOUNTAIN shred bin in the office for clients (as you see in the picture).
