What to Expect in Our Initial Meeting

Our initial client meeting generally runs between an hour, to an hour and a half, in our Severna Park office. To make the most of our time together, it is extremely helpful to bring with you any documents that will provide as much detail as possible about your financial situation. This includes current wills or trusts, investment statements, income tax returns, life insurance policies, and other documents outlined in the 1st Meeting Helpful Checklist. If you do not have all of this information readily available, be assured that we will still do our best to assess your situation.