You're confirmed with

Dr. Barbara Walker Green

Founder & Financial Advisor
Advanced Wealth & Retirement Planning Concepts

✓

Your consultation is scheduled.

Here's everything you need before we meet.

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I'm looking forward to our conversation. There's only one thing I'd like you to have on hand before we meet. Everything else will flow naturally from our discussion — and there's an optional worksheet below that can make our time together even more focused and productive.

— Dr. Barbara Walker Green

Documents to Have Ready Before We Meet

Recent Investment & Retirement Statements

The most recent statements for any investment or retirement accounts you hold. These give us a clear picture of where your wealth currently sits and how to best position it going forward.

401(k) or 403(b)
IRA or Roth IRA
Brokerage / investment accounts
Pension or defined benefit plan
Annuities
Social Security statement (ssa.gov)

Optional — but highly recommended

Complete the Pre-Consultation Worksheet

Think of it like the intake form your doctor's office sends before your appointment. You can fill it out now and walk in ready — or skip it and answer the same questions with Dr. Walker Green during your consultation. Completing it ahead of time means less time on logistics and more time on strategy.

Not now — I'll cover this during the consultation

What to Expect on the Call

This is a no-pressure conversation — not a sales pitch. Dr. Walker Green will listen to where you are, what you want, and what's standing in your way. Together, you'll determine what a clear path forward looks like for you.

✓ Retirement readiness assessment
✓ Income planning & legacy discussion
✓ Clear, actionable next steps

Questions before our meeting?

info@advancedwealthllc.com.