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Statement of Net Worth (SNW)
This is provided at every client meeting and is a comprehensive listing of all of your assets and all of your liabilities. We also maintain an SNW Addendum, which tracks every deposit, withdrawal, fee, and transfer into and out of your accounts.
Executive Summary of Meeting
This documents our PRM (Progress Review Meeting) discussion topics, decisions, and action items.
Research for Unclaimed Client Assets
We run the search prior to every meeting to see if we can find "lost" money for you.
Financial Action Plan
The Advisor provides specific written recommendations for the purpose of meeting your short term and long term goals.
Meeting Agenda Topics
This is sent to you ahead of time so you can add discussion topics to the upcoming Progress Review Meeting agenda.