Our first meeting can be considered a discovery process. We will learn what your long-term and short-term financial goals are, and then, together, we will determine if we would be a suitable resource for you.
If it is mutually agreed that we can assist you in pursuing the objectives and goals you've outlined, then our work has just begun, and we will begin the process of fact finding and data gathering.
We will send you an appointment confirmation and a packet, which includes a list of the information necessary for the initial data-gathering meeting.
Generally, we would like you to bring the following:
- 401(k) statement (most recent)
- 401(k) choices/selections
- Prior year's IRS tax return
- CD maturity dates
- Credit union statements
- Brokerage account statements
- Life insurance policies and most current annual statement
- IRA statements
- Pension information
- Long-term care policies
- Annuity statements
Complete the form below if you are interested in a free initial consultation. A representative from Capital Management Partners will contact you.