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Phone
(713) 555-1234Address
123 Financial Blvd, Suite 100Houston, TX 77002
Hours
Mon - Fri, 9:00 AM - 5:00 PM CSTOur Houston Office Location
Preparing for Your Consultation
To ensure our time together is as productive as possible, we recommend gathering the following documents or information for your initial meeting:
- 1 Prior year tax returns (last 1-2 years)
- 2 Any relevant business financial statements (P&L, Balance Sheet)
- 3 Personal financial goals or questions you wish to discuss
- 4 Specific challenges or concerns you're facing
- 5 Any new business ideas or significant life changes to consider