If you are at this page, we assume that you've had a chance to review our outlook on Financial Planning and the additional specifics of our GCD Financial Life Planner. If so, the first step is for us to get together to discuss your particular situation. At our first meeting, you should bring copies or originals of as many of the following items as you can:

• Most recently filed federal and state income tax return
• Estate documents (i.e. wills, trusts, etc.)
• Life insurance policies and details
• Most recent statements of all investments (i.e. bank statements, 401k, IRA, partnerships, etc.)
• Most recent statements of all debts (i.e. mortgage, home equity loans, etc.)
• Most recent pay stub showing gross wages, federal and state withholding for both you and your spouse, if applicable

Once you have these together, please contact us to schedule an appointment.