How to Prepare for Your Upcoming Meeting
Our financial planning team works well-in-advance to prepare for your meeting with your financial advisor. But in order for us to fully prepare, we need some information from you.
1. Upload statements to your eMoney portal.
Log into your eMoney client portal and upload the following documents to your Shared Documents folder in the vault OR bring them to your meeting.
- Most recent Tax Return
- Income documents
- Paystubs showing income and deductions, if applicable
- Social Security and/or pension benefit estimates
- Asset and Liability documents
- Bank statements for all accounts
- Statements for mortgage, home equity lines/loans, car loans/leases, student loans, or other debts
- Statements for all investment accounts not managed by GCA
If you need some guidance to your eMoney portal, click below to watch our training video. Or contact Jo at [email protected].
2. Complete your Annual Update survey.
In addition to those documents, we would like to hear from you as to what’s keeping you up at night, what might be changing for you this year, and any other questions you might have. Please click here and fill out the form so we can be prepared to discuss these things with you.
Thank you! We look forward to seeing you soon!
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gate City Advisors is not affiliated with Kestra IS or Kestra AS.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872). https://bit.ly/KF-Disclosures
