Getting Started

The first step in working together is setting up a meeting so we can get to know each other. We do not charge for the initial meeting. We will talk with you about your current financial situation as well as your long-term goals, so we may start to learn how we can help you.

To aid with this first step, we have a “first meeting prep checklist” that can help you get ready. Please bring the most recent of the following documents if they apply to your goals:

  • Banking Statements (checking, saving and CD)
  • Savings bond/treasury bill balance(s)
  • Brokerage/investment statement(s)
  • 401(k) statement(s)
  • Employer benefits statement (if available)
  • Social security statement(s)
  • Life insurance policy annual statement(s)

If you have any questions, please contact John Pieroni at jpieroni@wnyasset.com