When you work with a us, you have two service paths to choose from. Each offers valuable support, but they differ in how hands‑on you want us to be in managing your financial life. This guide breaks down the differences so you can choose the option that best fits your goals, comfort level, and desired level of involvement.
How We Work Together Guide
We do NOT need any financial documents or information prior to our Initial Phone Call. However, in the event we agree to schedule the Introductory Meeting, we will ask that you send us certain documents prior to that meeting.
Typical documents might include a simple balance sheet summarizing your assets and liabilities, statements for each asset and liability, your most recent tax return, and your estate planning documents.
eMoney | We utilize a wealth management platform called eMoney where you can upload documents through a password-protected portal. If you prefer this method, we will send you an invitation to create a login and instructions for using this website. |
Fax | If you prefer, you can fax your information to (612) 486-6899. |
Drop-off | You may drop-off any requested documents at our office. If you have original documents, we can create a copy in the office for our review so that you can hold on to the originals. |
| You can also mail your documents to our office. We can return them to you at your Introductory Meeting (if we meet in person), or by mail. |
