Your First Appointment

Thank you for scheduling your first appointment with us. We’re excited and looking forward to the opportunity to work with you.

Please fill out the Retirement Pre-Plan worksheet below and upload it to our secure document portal before your first appointment with us. We want to be as prepared as possible, and this document will help us get to know your specific financial situation.

Download your retirement pre-plan

Documents to Bring

Please have any of these documents that apply to you handy for your first meeting with MORE:

  • Most Recent Federal Tax Return
  • Pay Stubs
  • Expected Income (i.e. Bonus)
  • Latest Social Security Statement
  • List of Investments and Cash Accounts
  • Retirement Plan Statements
  • Mortgage Payments
  • Property Tax Payments
  • Documentation of Outstanding Debts
  • Documentation of Insurance Policies
  • Monthly Budget
  • Student Loans
  • Other Loans/Credit Card Debt

We create a retirement plan by understanding your financial situation and presenting available options. Helping you meet financial goals is our mission, and we work with you to create a comprehensive plan that prioritizes those goals. These are the steps we take to help you on your Financial Pathway to More.

What to Expect From a MORE Partnership

Ready to begin your experience?

Fill out the form below and we can schedule a time to discuss your financial freedom!

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