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
Zoom
What To Bring
- 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
Find Out Your Risk Number
Interested in exploring your risk tolerance before we meet? Take a quick quiz to discover your Risk number!