Your first meeting,
made simple.

Bring the questions on your mind. For the in-depth meeting, the items below can help explain your financial picture. Ask Alejandra what to bring if you’re unsure.

Worth having handy

• Recent statementsInvestment and retirement accounts.
• Insurance policiesLife, home, auto, and umbrella, if applicable.
• Estate documentsWills, trusts, and beneficiary information.
• Your latest tax returnHelpful context for coordination with your tax professional.
• Employer benefitsAvailable pension, retirement, and benefit summaries.
• Your questionsThe decisions, plans, and concerns on your mind.

What to expect

Jorge will ask about your goals, concerns, and current arrangements. Alejandra coordinates the meeting and the paperwork that follows. You can discuss the next steps together.

Jorge · (954) 852-2772 · jorge@fmstrategy.com
Alejandra · (954) 833-4913 · alejandra@fmstrategy.com
Keep sensitive documents with you. Ask Alejandra how to share them securely.