Preparing for your Reclaim Your Worth Session:

This meeting can be as general or detailed as you would like. You may attend with a general idea of your financial picture or you may provide us with your full financial picture. It is up to YOU! The more detail we receive in advance, the more productive your meeting will be. However, don't let the request for information delay your appointment.

For those wanting to provide us with the detail, these additional steps are recommended.

• Register for eMoney & Link Accounts (OPTIONAL, but recommended method)-eMoney is a private software platform that organizes your financial picture. Please refer to the eMoney invitation email you will receive shortly. Registering and linking your accounts allows us to see a “Live Feed” of your account values, giving us a constant, up-to-date data feed of your overall financial picture. Additionally, when joining for the first time, you will be prompted to fill out a survey. Doing so allows us to conduct a more efficient meeting. 
• If not registering for eMoney, please send us statements -If you’re comfortable sharing these in advance, please send us (or bring in) statements of any investments or insurances you have. Alternatively, you may upload them into your eMoney “vault” in the shared documents folder (see below).
• Fill Out the Expense Worksheet (or provide us with whatever worksheet/software you currently use) - This will help us understand your household expenses. Please complete and either bring with you the day of the meeting, or upload into your eMoney “vault” in the shared documents folder. A blank expense worksheet will be placed in your eMoney vault.
• Social Security Info –The link below will guide you to the Social Security website to retrieve your Social Security Benefit estimate. Please send us/upload a copy of each adult member of your household. Social Security Website (https://secure.ssa.gov/RIL/SiView.action)
• Additional Items: Divorce Decrees, Marriage Separation Agreements, QDRO, W2s, Payroll stub (year end and current), & Tax Returns (last 2 years)– Providing these prior to your meeting will help us thoroughly prepare any recommendations we make for your situation.
• Optional Pre-Meeting Questions: at the end of this email, we have listed some of the main questions we will be covering during our meeting. Please feel free to send us any answers in advance that you are comfortable sharing. This is not required.
• Trust & Will Documents - If possible, provide us with the most recent copy of each, if applicable.
• Our Disclosures –A copy will be uploaded to your eMoney vault. No action is currently needed.

If we lost you, don't worry, we will address all of the above during our meeting.