They enable us to gain a better understanding of your financial situation.
These documents enable us to gain an understanding of your financial situation so we can provide you with a preliminary assessment of how we can assist. Moreover, it helps us determine if our services align with your specific needs, ensuring that our partnership is a good fit for both parties.
What if I forgot an account?
No worries at all! If you happen to remember an account you initially forgot to mention, let us know, and we'll ensure it's properly considered in your financial planning and recommendations.
How far back in time do you need them for?
The most recent statements generally suffice. If we need more, we’ll let you know.