First Meeting Checklist
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Welcome to Jax Wealth!
Please provide the following:
- Investment Statements
- Bank Statements
- Mortgage Statements
- Recent Tax Return
- Recent Pay Stub
- Social Security Statements
- Pension Statements
- Insurance Policies
- List of Expenses - Version XLSX
- List of Expenses - Version PDF
If you do not have a list of expenses or social security statements it is no problem – we can work on it together.
We look forward to meeting you and thank you for giving Jacksonville Wealth Management the opportunity to help you plan today and enjoy tomorrow.