What to bring to your meeting

At Agate Financial Services, we believe it is important to know our clients before we can give any advice. Whether it is your first meeting, or you've been a client for years, it is always important to get us current on your financial life.

We have assembled a neat checklist of the documents you should assemble for your meeting which you can download or print.  Click on Document Checklist to download a PDF.  If you are unable to print it please call us or note in the Contact Us page and we will mail you one.

Documents to Bring (abbreviated list)ocean dance

  • Current income sources
  • Social security statement
  • Investment accounts
  • Banking account balances
  • Outstanding loans - statements
  • Recent tax returns
  • Legal documents
  • Insurance policies
  • Pension statement
  • Business asset statement

Questions to Consider (abbreviated list)

  • Changes in family - births, deaths, marraiges, divorces
  • Health issues and concerns
  • Planned purchases
  • Beneficiaries for your financial resources
  • Charitable plans

To actually open up an account for you, we will need additional information.  Please click on our New Accounts Required Info form for a downloadable and printable PDF. If you are unable to print it please call us or note that in the Contact Us page and we will mail you one.