We want your first meeting with Meriwest Wealth Advisors to be relaxed, productive, and focused on what matters most—your goals. To help us build a plan that fits your life, it’s helpful to bring a few key documents. Don’t worry if you don’t have everything, we’ll meet you where you are and walk through the rest together.

What to Bring to Your First Meeting:

• A list of your financial accounts (bank, brokerage, retirement, etc.)
• Recent investment or retirement account statements
• An overview of your income, assets, and liabilities
• Any existing financial plans, insurance policies, or legal documents (like a will or trust)
• A copy of your most recent tax return (if available)
• Your questions, goals, concerns, and anything else you want to talk about