Our first meeting focuses on getting to know you and understanding your goals and what is most important to you. Because we work with clients around the country, you can choose to have this conversation in person at our office or virtually via GoToMeeting. Our office is located at 200 Clarendon St., in the heart of Boston. Schedule a meeting now on Calendly.

We will also want to learn more about your financial situation. We’ve created the tools below to help you prepare.  

  • The Cash Flow Spreadsheet helps us get an understanding of what’s coming in and what’s going out.
  • The Balance Sheet gives us a snapshot of what you have built so far.
  • The Document Checklist is a list of documents we may ask for throughout the planning process. If you can begin gathering them today, you are one step forward in getting your financial life organized!

Please note, while you do not need to have these completed in advance of the first meeting, what you are able to provide to us will allow us to make the most of the first discussion. You may upload the completed Cash Flow Spreadsheet, Balance Sheet and any documents you have available to our secure box folder.