169 West 6th Avenue, Suite 102,
To help us be better prepared for our conversation, please consider providing documents in advance of our meeting.
Getting organized is often the first step to financial success.
Below you'll find a list of documents that will allow us to work together more efficiently. Please provide in advance of our meeting, when possible, and we will discuss at your next meeting for the items listed that are relevant to your financial life.
PLEASE GATHER UP WHAT YOU CAN AND PROVIDE IN EMAIL OR BRING TO YOUR UPCOMING MEETING:
Please note: Bright Future Wealth Management and its Financial Advisors do not provide tax or legal services. Consult your personal tax advisor or attorney for matters involving taxation, tax planning and your attorney for matters involving personal trusts, estate and/or business planning.