The first meeting is usually a meet’n’greet session so we can learn about your personal goals and you can learn about our services and cost.  It is free and takes about an hour.


If you choose to hire us then the second meeting is a “Get Organized” meeting.  In order to develop your financial plan, we need to understand the details of your financial life.


However, we realize that like most people, your financial life probably isn’t in perfect order already. Statements end up buried in drawers and at the bottom of piles. Insurance policies are buried who-knows-where. Sometimes we even lose track of old accounts.


So at our second meeting, we’re going to work together to help you get organized.


Please bring with you whatever financial information you can easily put your hands on. We have included suggestions at the end of this page.


If you just want to bring in a box full of scattered papers (or even unopened envelopes!), that’s absolutely fine, we’ll work with you to sort through it. If your accounts are mostly set up online, we’ll help you track those down too.


By the end of the meeting, though, our goal is to help you Get Organized.


Then, together we’ll start you on your way to getting your financial information in good order, and set you up with a system to keep things organized in the future.


And along the way, we’ll gather the details we need to take your financial plan to the next stage.


After that, you may be asked to find any additional financial documents for your follow-up meeting, usually about a week out. This will help us to make the best, customized suggestions for you.


The third meeting is normally where we will present a report to you with recommendations and set your course.


We need to agree on how the recommendations will be carried out.  We may carry out the recommendations or serve as your mentor, coordinating the process with you and other professionals, like attorneys or stockbrokers.


As you work toward your goals, we need to decide who monitors your progress so you stay on track. If we are in charge, we will check in from time to time, reviewing your situation and making any necessary adjustments to our recommendations.


Your Second Appointment:


To Make Your Second Appointment As Productive As Possible Please Bring The Following Items With You:


Please bring the answers to these questions:


• How much money do you spend each month?


• What is your total monthly income? (List sources and amounts)


• How much money do you contribute to savings or retirement? (List account, amounts and frequency)


• Do you anticipate incurring any major one-time expenses in the foreseeable future? (List items, costs and dates to be incurred)


• Do you anticipate any major one-time receipts of income? (List amounts,  sources and dates expected)


• A driver’s license, passport or other government issued photo ID (The U.S. Patriot Act requires us to verify the identity of all clients as part of the government’s efforts to combat terrorism and money laundering.)


• Recent statements for all financial accounts.


• Information on real estate, including current value, type of mortgage, interest rate, remaining balance


• Employer booklets describing employer-provided, insurance, pension or retirement plans, stock options or deferred compensation plans.


• A copy of your most recent Social Security Statement, if available


• Insurance policies, including: Life Insurance: Disability: Long-Term Care


• A copy of your latest tax return


• A list of debts, including interest rate and amount owed, for such debts as: Credit Cards, Auto Loans, Personal Loans, School Loans


Be prepared to tell us about your wills and trusts (such as the extent of estate planning you've done, dates created, and primary goals)


And what's on your "Bucket List"?  Before I die, I ________" or "After I retire, I ________" There are things you've always wanted to do, places you've always wanted to visit, people you've always wanted to meet, subjects you've always wanted to study, hobbies you've always wanted to enjoy, and ideas you've always wanted to explore.


Be prepared to tell us about these, however trivial, silly, unimportant or embarrassing they may seem. Couples should prepare their lists individually at first, then make a separate list together.


And finally, please bring lots of questions!








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Seastrunk Financial

121 S Cashua Dr.

Florence, SC 29501