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 necessary.
Unless noted otherwise, the meeting will be over zoom. The zoom details should’ve been sent out automatically, but we all know how technology is. If you did not receive these details within 24 hours, please let us know.
If you would prefer a phone or Signal or Telegram call and didn’t indicate such on the booking page, please let us know ahead of time. Otherwise we look forward to seeing or hearing you on zoom. If you did not indicate a meeting preference other than zoom and would like to do so, you can email me at: Tim@innovativewealth.com
For Crypto Early Adopters and those of you with extremely low costs basis, we completely understand if you want to hold your cards close to your vest. We do not expect you, nor want you to divulge everything to us. We can help you by getting a general ballpark of your needs. Furthermore… DO NOT send your crypto account balances over the email to us.
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.
Tim Picciott CFP(R) CRPC(R)