Meeting Confirmation

I look forward to our upcoming meeting. You should receive an email confirming the date, time and method.

Below is a list of the information we may need for our meeting. If you are a new client, please take a few moments to complete the form at the bottom of the page as it will make our meeting more efficient.

Information Needed for a College Planning Meeting

Income Related:

  • Federal tax returns
  • Parent’s W-2, Spouses’s W-2 & Student’s W-2

  • Child support payments made or received

  • Social Security benefits received

Asset Related:

  • Current value of parent’s & student’s savings (checking accounts, savings accounts, CDs, etc.)
  • Current value of parent’s & student’s investments (stocks, bonds, mutual funds, 529 plans, etc.)

  • Current value of retirement assets (401k, IRA, 403b, pension, etc.)

  • Purchase price of home, year purchased, mortgage balance, home equity balance, mortgage payment

  • Value of other real estate owned, mortgage balance, year purchased, and original purchase price

New Client Form
Printable List

Information Needed for a Retirement Meeting

  • Copy of current retirement statements (401k, IRA, 403b, pension, etc.)
  • Copy of non-retirement assets (bank account, mutual funds, stocks, bonds, real estate & etc.)

Information Needed for a Tax Meeting

  • Current tax documents (W-2s, 1099s, 1098s, charitable contributions, etc.)
  • Copy of previous year’s federal and state tax returns (new clients only)

  • Name, date of birth and SSN for all dependents (new clients only)

New Client Form
Printable List

New client? Please complete the form below.

  • Household Information

  • Date Format: MM slash DD slash YYYY
  • Date Format: MM slash DD slash YYYY
  • Student Information

  • Prospective Colleges