1st Meeting Helpful Checklist
The team at Phronesis Wealth Management strives to implement sound strategies to address your individual needs. This page contains a list of information and items we would like you to bring to our initial client consultation to help us provide competent financial advice and compassionate planning services. Please supply what you can. If you do not have all of this information, we will still do our best to assess your financial situation.
Please note: If you are married, assets such as your home and cars will be titled in joint ownership in most, but not in all cases. In addition, certain assets such as a checking/savings account may actually be listed under just one name rather than being titled as joint accounts. Retirement assets such as IRAs, 403(b), 401(k) and other employer retirement plans are titled by law solely in the name of the employee, with either the spouse or another individual as the beneficiary.
Assets
(statements related to:)
Residence(s) (current market value)
Auto(s)
Boat, RV, Airplane, Motorcycle, Trailer
Rental Property
Checking Account(s)
Savings Account(s)
Bond(s), CD(s)
Investment(s)
Retirement Plan(s)
Business Property
Jewelry, Art, Collectibles
Computers, Electronics
Liabilities
(statements related to:)
Mortgage(s)
Credit Card(s)
Loan(s)
Automobile
Boat, RV, Airplane, Motorcycle
Business Liabilities
Documents
Tax Returns (last 2 years)
Pay Stubs
Life Insurance Policies
Disability Income Insurance Policies
Long Term Care Insurance Policies
Investment Statements
Social Security Statements
Trust Documents
Will
Budget Worksheet (showing discretionary income)
We look forward to meeting with you, please contact us with any questions you may have before your consultation..