To make efficient use of our time together, it would be helpful to see some sort of balance sheet with all of your assets and liabilities to better understand where you are at financially. Along with that, it would also be helpful to see in income statement on an excel document or something of the like to determine what your discretionary and non-discretionary expenses are and how much money you have leftover to spend every month. If you are looking to use us to manage your investments, please bring any retirement or brokerage account statements that might help us better understand your investments.