Please download the 3 documents below and review them before we meet. It is NOT required that you fill these out for our meeting, they are designed to get your mind thinking towards some of the topics we will discuss. If you print the middle document – the checklist – and bring as much of what’s on that list as you can, then our meeting will go smoothly. If you have any questions before we meet, please give us a call at 410-663-0700. Starting your financial planning process should be an empowering and refreshing experience, not one that causes stress and anxiety. We will do everything that we can to make sure it is a comfortable and enjoyable process. We look forward to meeting you.