Your Initial Consultation   Our initial consultation is designed to familiarize you with our services and help us understand your unique financial concerns.  We will also discuss specific information about our financial planning process and fees.  There is no charge for this consultation.   Goals for Our Time Together   s         We will learn about you, your goals and intentions; and what you want out of an advisory relationship.   s         You will learn about us, our definition of financial planning and what that will mean if we are to work together.     Information to Bring   We will need to gather some information about your financial situation when we meet.    Bring whatever documents you can readily locate and only those you are comfortable showing at this initial consultation, and we will decide the next steps at that point.  Following is a list of documents we generally find most useful:   q     Completed Confidential Client Profile (email or fax prior to appointment) q     Federal Tax Returns (past two years) q     Most Recent Pay Stubs q     Bank, Brokerage, and other Investment Statements q     Retirement Plan Statements q     Copies of Wills, Trusts, etc. q     Mortgages & Loan Documents (original note) q     Business Ownership Information; Buy Sell Agreements, etc. q     Insurance Policies (life, disability) q     Employee Benefits Statements, Agreements, Booklets q     List of Other Family Assets (i.e., Minor Children’s Assets)   To be healthy, wealthy, happy and successful in any and all areas of your life you need to be aware that you need to think healthy, wealthy, happy and successful thoughts twenty four hours a day and cancel all negative, destructive, fearful and unhappy thoughts. These two types of thought cannot coexist if you want to share in the abundance that surrounds us all. -Sidney Madwed