Munn Wealth Discovery Form
Thank you for your interest in Munn Wealth Management. We consider it a privilege that you are considering us for your wealth management needs. This is our Discovery Form, which we have designed to help you prepare for our time together, and will serve as a guide for our first meeting. Please take a few minutes to answer the following questions and gather the documents listed. If you would prefer not to discuss your personal financial details until you have had the opportunity to meet us and learn about our team and process, we are more than happy to accommodate your preferences.
Please complete the form below
Items to bring to our first meeting:
• Recent statements for all financial accounts, including IRAs, 401(k) plans, pensions, bank accounts, etc.
• Recent statements for any life, disability or long-term care insurance contracts
• Recent Social Security statement (Available at www.SSA.gov)
• Your most recent tax return