Appointment Preparation

Appointment Preparation

Our first meeting is your first step in writing your own money story.

Whether you have a specific goal you want to discuss or have a list of questions you want answered before getting started, we’re here to determine the best plan for you to reach your goals.

Here’s some basic information we recommend you bring to our first meeting.

List of current assets

  • Approximate value of your home

  • Any other real estate, rental properties, etc.

  • Business interests

  • RRSPs, TFSAs, any other savings or investment details

Current income and expense statement (if possible)

  • Job description

  • Current title

  • Last year’s taxable income

  • Expected income this year

  • Any regular savings

Goals

  • Short, medium, long term goals

  • What are the top 3 things you want to address?

Liabilities

  • Current mortgage (lender, limit, interest, maturity date)

  • Any other mortgages or debt, credit cards (limits and current owed)

    Risk

  • Approximate value of your home

  • Any other real estate, rental properties, etc.

  • Business interests

  • RRSPs, TFSAs, any other savings or investment details