1st Appointment Packet
The Most Important Items to Bring to Your Appointment:
Account Statements
- Banks, savings & loans and credit unions
- Mutual fund and brokerage firms
- Insurance companies
- Employer savings plans & Retirement income sources
Tax Returns
- Your Most Recent Tax Return
Estate Planning Documents
- Trust
- Will
- Durable Power of Attorney
To get the most out of your 1st appointment, Download, Print, and Fill out the First Appointment Packet prior to your visit.
What to Expect
90-minute review
Discovery
Share your hopes, goals and fears, and help us understand what you’d like to improve and what you are most concerned about both now and in the future.
Risk Assessment
By bringing in your investments and account statements, along with your tax return, we can analyze and discuss your current risks and potential opportunities, from every vantage point of your overall
financial well-being.
Economy & Markets
We will discuss and answer any questions you may have about the current markets and economy, how it may or may not affect you and potential ways to be prepared for the future.
Why Chatterton?
Some financial planners only care when you have money to invest, or only when you need to buy investment products. We pledge to be there in good times and in bad; in exciting times, and in challenging times. When you need us, we will be there for you, your family and your future legacy.
Learn More About What Our Clients Love About the Chatterton Way!
