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What To Expect

We welcome clients to meet with us at our Boston and Seattle offices as well as virtually via Zoom. Both our Boston and Seattle offices have free onsite parking.

Boston Office

175 Highland Avenue, Suite 304
Needham, MA 02494

Seattle Office

3318 Lake Washington Blvd. N
Renton, WA 98056


  • Latest tax return
  • Bank account statements
  • Non-retirement investments
  • IRA and Roth IRA investments
  • Workplace savings investments:
    • 401(k)
    • 403(b)
    • Pensions
    • Simple IRA
    • SEP IRA
  • Annuities
  • Wills or trusts
  • Cash-value insurance policies
  • General idea of monthly expenses
  • Any other documents you feel might be relevant to your financial goals