Your Visit
Your Preparation Will Help Us Give You the Best Financial Advice.
We will confirm your appointment by email or phone a few days before it is scheduled to take place. In order for us to be of greatest help to you, please gather and upload the following documents through the Black Diamond Client Portal. Please provide your Review Meeting documents at least two days before your meeting.
Initial Meeting:
- Recent investment account statements, pension documents, PERS or FERS statements
- Social Security projections
- Most recent paystub and bank statement
- Most recent tax return
- Estate planning documents
- Mortgages and Liabilities
- Insurance Statements including Life Insurance, Long Term Care, and Disability
Becoming an Investment Client:
- Driver’s license or photo identification (if not a citizen, residency documentation)
- Voided check and/or checkbook
- Beneficiary information: Social Security number, date of birth, etc. of relatives or other beneficiaries
Review Meeting:
- Investment accounts not held with us, recent PERS statement, pension documents
- Most recent paystub and bank statement
- Most recent tax return
- Social Security Benefit statement
- Updated trust or estate planning documents
- Change of employment status documents
- Change of name or life status documents: birth certificates, driver licenses, marriage licenses, court documents, etc.
- Financial documents related to inheritance, settlements, home purchase or sale, etc.