Getting Organized - Document Needed Checklist

Thanks for scheduling a Get Organized meeting! I look forward to seeing you soon. Before we meet and in order to best advise you on your finances, I will need a number of documents. For your convenience, I have prepared a document checklist that you can access by clicking on the link below.

​

For security purposes, please upload all applicable documents to your online vault. Also, feel free to upload documents one by one so I can start reviewing them as you upload.