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Wealth Management Firms
Initial Meeting Checklist

Are you prepared for your initial meeting?

Review the Initial Meeting Checklist to help ensure you have all the necessary information for your appointment. Although all items on the list are not required, preparing for your initial meeting will maximize your time with your RJL Wealth Management advisory team and will allow them to provide more complete recommendations and advice.

Initial Meeting Checklist

Please prepare copies of the following items in order to assist your advisory team in preparing portfolio growth projections and retirement plans.

  • Investment Account Statements
    • 401(k), 403(b), Employer-Sponsored Retirement Plan Statements.
    • Plan Investment Options, Employer Matches, etc.
    • IRA Statements
    • Brokerage Account Statements

  • Retirement Income
    • Pension Plan Statements (Lump Sum vs Annuity Options)
    • Social Security Statements
    • Rental Income Schedule

  • Insurance & Annuity Policies
    • Insurance Policies
    • Annuity Policies

  • Legal & Tax Documents
    • Trusts & Wills
    • Tax Returns

  • Wealth Planning Worksheet

 

  • Retirement & Financial Goals to Consider
    • When do you plan to retire?
    • What is your life expectancy?
    • How much monthly income do you want at retirement?
    • How much of a legacy do you want to leave your heirs?
    • What are your retirement goals & objectives?
 

Wealth Planning Worksheet

Click here to complete a Wealth Planning Worksheet in preparation of your initial consultation.

Become A Client

Request an Appointment

Aim to retire in comfort and safety. Request a complimentary retirement planning consultation.