Your First Meeting With Cornerstone Private Client Group

Our first meeting with a prospective client is introductory in nature.  It provides an opportunity for a prospective client to become familiar with our approach to solving their financial services needs.

We also use the first meeting to gather information we will use to develop your financial plan.  In order for this meeting to be the most productive, please bring the following items to this meeting:

  • A list of all your assets, or current statements
  • Information concerning any employer sponsored retirement benefits
  • Information on all insurance policies
  • Detailed information about any currnet debt
  • Current copies of your wills and power of attorneys
  • A copy of your last two years tax returns and a current W-2
  • Be prepared to discuss any upcoming lifestyle changes and/or goals