How to Begin

Call for an appointment.

Call 540-931-9051 to schedule a complimentary initial consultation with one of our professional planners. There is no obligation or cost involved with this first meeting.

What should I bring?

For your initial consultation, please bring the following information:

 

• What you own. A List of your financial assets and your best estimate of what each is worth. For example, list your home, vacation property, savings and investment accounts, retirement plans, insurance and annuities, and so forth.

   

• What you owe. A List of your debts to others, such as mortgages, home equity and auto loans, personal loans and credit card balances, student loans, promissory notes, retirement plan loans, and any loans you have co-signed.

   

• A full copy of your most recent tax return.