Not much — but bringing a few key details can help us make the most of your time.
You don’t need to prepare anything formal, but for financial consultations, it really helps to come with ballpark figures for things like:
- Your income
- Any outstanding debt
- Current savings or retirement accounts
- Existing life insurance or investment policies
For health insurance appointments, it’s helpful if you know:
- Your preferred doctors or providers
- Any prescriptions you currently take
- What kind of coverage you’re hoping to find
We’ll guide the conversation either way — but the more you can share upfront, the faster we can zero in on the right strategies for you.
Think of it as bringing the puzzle pieces — we’ll help you fit them together.