As we approach a new economic cycle, it’s smart to begin thinking about your financial future. While your appointment may be a few days away, it is beneficial to gather your documents early. The less you have to worry about last minute hiccups, the easier that preparing for your appointment will be. With that being said, do you know what documents you need to prepare? As a rule of thumb, the more information you can provide, the better. We have included a few documents that we consider “must have’s” to begin. Please let us know if you need help with any particular item.