Your First Meeting
What to bring to get started
We're looking forward to meeting with you. Here's how to prepare so we can make the most of our time together.
In our first meeting, we'll discuss your financial goals, assess your risk tolerance, and lay the groundwork for a sound strategy.
Before You Arrive
A comprehensive snapshot of your financial picture
To help us advise you well, we'll start by building a clear picture of where you are today. The more complete the information you bring, the more productive our first conversation will be.
Don't worry if you can't gather everything bring what you have and we'll work through the rest together.
Feel free to bring anything else that you think might be helpful to our discussion. If you have any questions as you prepare, you can reach us at your earliest convenience.
- 01 Complete list of assets investments, real estate, savings accounts
- 02 Employer benefits documents
- 03 List of current debts and liabilities
- 04 Bank statements from the last 2–3 months
- 05 Social Security statements
- 06 Most recent mortgage statement
- 07 Most recent tax documents
Know Your Risk Level
The clearer your profile,
the better your plan
Your risk tolerance is the foundation of every investment decision we make together. Understanding it upfront means we can walk into your first meeting with real direction, not flying blind.
- Get personalized portfolio recommendations from day one
- Spend your first meeting on strategy, not paperwork
- Align your investments with your actual comfort level
Why Sheppard Mosher
Years serving families in Canandaigua and the Finger Lakes
Dedicated team focused on your retirement and long-term well-being
Questions Before You Come In?
We're happy to help you prepare
Reach out anytime before your appointment we're here to make your first visit as easy and productive as possible.