Your First Meeting with WealthPro, LLC

Our first meeting is an opportunity for us to interview each other. Unfortunately, time and business constraints don't allow us to accept all of the prospective clients who would like to hire us. If you haven't yet reviewed the page titled Our Client Selection Criteria please do so now. We welcome new clients who fit the parameters that we have determined indicate a good match.

During the interview we will seek to get to know as much about you as possible. Just as a medical professional begins by recording your medical history, we will begin by exploring your financial standing and history. Please be prepared to discuss your expectations of us and what your experiences have been in the past.

One of our first tasks is to examine your financial position. Depending upon the service that we will be providing, we may examine specific documents in more detail than others. Nonetheless, we still need to know about your overall financial circumstances. It is best if we can be thorough, so please bring the following financial documents and statements with you. We prefer to examine originals or photocopies of complete documents. If you are photocopying a document please be sure to include all of the pages and any other information that you have regarding the document.

Items to bring with you:

• Bank deposit statements (CD's, savings accounts, IRA's, checking, money market accounts, etc.)
• Retirement or pension plan statements and any employer documentation that is available.
• Brokerage account statements
• Copies of any stocks or bonds that you hold in certificate form
• Mutual fund account statements
• Annuity account statements
• IRA, 403(b), 401(k), 457, deferred compensation, Roth-IRA, etc. statements ¹
• Any other investment information you may have about your investment portfolio
• Information on any loans that are due to you (i.e., money you have loaned to another)
• Information on any collectibles of significant value that you own
• Life insurance policies, annual statements, and any policy projections
• Disability insurance policies
• Long-term care insurance policies
• A list of real property you own, including current fair market values (include your residence, any commercial property, undeveloped land, vacation homes, etc.)
• Information on loans, or mortgages that you are responsible for. Please bring information on your current balances, the interest rate and the length of the loan.
• Credit card balances and any other liabilities that you are responsible for
• Copies of wills and legal arrangements such as trusts
• Information on any trusts you are involved with
• Your most recently filed Federal tax return (bring several years if there are any extraordinary taxable events that have caused significant variation between your tax returns from year to year). If there are any significant income events on your State returns that vary from your Federal returns, please bring them as well.
• Any other information not specifically requested that relates to your financial situation, or is important for us to know in order to provide you with appropriate advice.
• Please advise us if there are any special health concerns in your family.
• If you have any favorite charities we would like to know this as well.

Don't forget to bring your questions. We are going to be talking about your most important financial and life goals. Please tell us what is on your mind. We have found that every client is unique and special. Even though your financial information may be similar to that of another of our clients, your attitudes, experience, life history, and objectives may suggest different solutions. Don't assume anything. Together we will examine your information and seek solutions.

Lastly, come with an open mind. There is an old saying that "a mind is like a parachute, it only works when it's open". We couldn't agree more. Together, we might find solutions that weren't readily apparent when you first contacted us. Not only can this process be enriching; it can also be a lot of fun. Relax and let's enjoy our meeting. We are looking forward to seeing you.

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Each of our services is offered only under a written agreement to provide the specific service selected. Such agreement or agreements shall define the scope and nature of duties accepted by our firm or firms. No agreement to provide service exists until such time as a properly executed written agreement is accepted and exercised by an authorized official of our firm or firms.

Advisory Services offered through WealthPro, LLC, Registered Investment Advisor. Securities offered through The Strategic Financial Alliance, Inc., Member FINRA/SIPC. WealthPro, LLC, The Strategic Financial Alliance, Inc., and Solomon Associates^SM are independent entities and each is responsible for its own business.