We appreciate your time and look forward to speaking with you soon. All information shared is strictly confidential and will only be shared with other advisors and administrative assistants at Innovative Advisory Group unless prior pre approval is given when necessitates.
To make sure our meeting is productive as possible. Please be prepared with your current brokerage / retirement statements.
If this is not convenient, please have an approximate breakdown of assets you could provide via phone or zoom appointment. If you wanted to jot down for example: I have a $45,000 roth ira, $500,000 Traditional IRA, $50,000 in a brokerage account and $5000 in savings that would greatly help.
Providing this during out initial consultation will help out tremendously but like everything, this is 100% optional. I also know providing this info for Crypto and Gold can be sensitive so only share with us that what you feel comfortable sharing.
It would also be helpful to know any ongoing contributions and matching information if applicable. Knowing this for a potential spouse is also important.
Prior to our introductory meeting, please also have a rough idea of when you would LIKE to retire and how much money in todays dollars you’d like to live off of i.e. I’d need $10,000 per month to retire comfortably, etc.
Having this info makes for a much more productive conversation and it lets us know you are serious about your finances. If you want to call this in ahead of time that would be even better.
Lastly, please let us know well in advance if you need to reschedule our meeting.
Best Regards,Tim PicciottTim@innovativewealth.com
