What can I expect in the initial meeting? Do I need to bring anything?

Simply stated, our initial meetings are designed to “get to know each other”. We will want to learn more about what you are hoping to accomplish. Sunrise may also share our firm’s capabilities and services in greater detail.

It is often helpful for prospective clients to bring personal net worth statements, financial account statements (401k, IRA, investment account, bank account, etc.), or anything that will help us better understand your financial situation.