COMPLETE YOUR CLIENT PACKET:
At Weinand Financial, we recognize that working together and talking about your finances is a very private and sensitive matter. All personal information shared with any member of our staff is treated as confidential.
In order for us to understand your current financial situation and make the best use of our time together, please provide the following documents a minimum of a week prior to our first meeting.
ITEMS WE ASK EVERYONE TO PROVIDE INCLUDE:
Your most recent tax return
Your most recent paystub(s)
All Investment Statements
PERS, TRS, Deferred Comp statements
Social Security estimate of benefits
We allow 2 hour of your first meeting. This allows us time to get to know you, discuss your goals, plans and what concerns you may have.