In Preparation for Our Review

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Investments/401(k)s You Would Like Reviewed

  • For retirement plans through work, we need a statement AND the list of funds available to you. 
  • For other outside investments, just a recent statement
  • Can mail, fax, bring, or drop to secure, shared box.com folder

Insurance Policies You Would Like Reviewed

  • Annuities, Life, Disability, Long-Term Care
  • Personal Policies: Home, Auto, Umbrella, Boat
  • Recent statement helpful, full original policy ideal
  • Can mail, fax, bring, or drop to secure, shared box.com folder
  • I utilize a third party for insurance reviews, but will redact personal information.

Recent Tax Return (helpful, not mandatory)

  • Not mandatory, but this can be helpful for planning purposes
  • Can mail, fax, bring, or drop to secure, shared box.com folder

Take Risk Questionnaire

  • Comfort with market risk should be re-assessed periodically.  Takes just 5 mins
  • Click Here.  One for each spouse is preferable.

Planning Updates, If Applicable, Time-Permitting

The following is helpful, but not mandatory. I recognize the time required.  Any significant changes to

  • budget/monthly expenses
  • pension projections
  • debt amounts

Download Budget Worksheet


View Resources for Clients

Alyssa's Team

Cheryl Klim

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Client Service, Planning Support

cheryl@mcnamarafinancial.com 

781.834.2010

Kathy Quinn

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Client Service

kathy@mcnamarafinancial.com 

 781.834.2010

Mary Beth Hillson

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Client Coordination

mary_beth@mcnamarafinancial.com

 781.834.2010