Before Your Meeting, You May Want To
- Fill out your intake form
Here's the link to the intake form. You can check if you have already filled out your intake form as well as your submission in your account - Prepare your net worth statement
How to create your net worth statement with some starter templates. - Know your monthly income and expenses
- Have your investment accounts ready to log in
You have the option to screen share or review your accounts during your meeting if you wish. - Upload your net worth statement and other documents you wish to share
To your secure file vault. - [For Mac users] Turn on screen sharing permissions for Zoom
Screen sharing is always optional, but if you'd like to, here is how to enable screen sharing