Please describe any retirement accounts and/or annuities you currently have. Or, just type "Let's discuss." and we'll discuss during our next meeting.

Please list any savings or investment accounts and their current values/balances. Or, just type "Let's discuss." and we'll discuss during our next meeting.

Please list your primary and secondary residences, investments in real estate, and rare art collections. Or, just type "Let's discuss." and we'll discuss during our next meeting.

Please list loans you owe and their current, balances, interest rate, and monthly payment. Or, just type "Let's discuss." and we'll discuss during our next meeting.

Please list any life insurance policies on yourself, your spouse, and your children. Or, just type "Let's discuss." and we'll discuss during our next meeting.