Get Organized Meeting

Expectations

The purpose of this meeting is to help you get financially organized before we dive into creating your financial plan.

Organize Paper Statements & Files - Click here for Document Checklist

• Sort through financial documents

• Scan and make copies as needed

• Shred outdated information

Missing Information

If there is any missing information, we will call the relevant company and request the document(s) be sent to your address of record.

Account Aggregation

After setting up all of your financial accounts, we will link them to our financial planning software, RightCapital.

Vault

• Review RightCapital Vault features

• Organize documents into appropriate virtual file folders

Conclude Meeting

In our next meeting, Explore Possibilities, we will analyze your current financial status together using RightCapital.