{"id":1193,"date":"2026-03-13T15:02:20","date_gmt":"2026-03-13T15:02:20","guid":{"rendered":"https:\/\/awrpc.info\/?page_id=1193"},"modified":"2026-03-14T00:30:26","modified_gmt":"2026-03-14T00:30:26","slug":"consultation-your-next-steps","status":"publish","type":"page","link":"https:\/\/awrpc.info\/index.php\/consultation-your-next-steps\/","title":{"rendered":"consultation-your-next-steps"},"content":{"rendered":"

[et_pb_section fb_built=”1″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” width=”100%” max_width=”100%” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″] ADVANCED WEALTH \u2014 Post-Booking Confirmation Page DIVI 5 CODE MODULE \u2014 HTML ONLY CSS \u2192 WPCode (awrpc-post-booking-CSS) JS \u2192 WPCode (awrpc-post-booking-JS) ============================================================ –><\/p>\n

<\/p>\n
<\/p>\n
<\/div>\n

<\/p>\n

src=”http:\/\/awrpc.info\/wp-content\/uploads\/2024\/09\/Advanced-Wealth-Long-Logo-Full-Color-copy.png” alt=”Advanced Wealth & Retirement Planning Concepts” class=”awrpc-logo” \/> <\/p>\n
<\/p>\n
<\/p>\n
src=”http:\/\/awrpc.info\/wp-content\/uploads\/2025\/02\/Barbara-Walker-169-copy.png” alt=”Dr. Barbara Walker Green” class=”awrpc-advisor-photo” \/> <\/p>\n
<\/div>\n

<\/div>\n

<\/p>\n

You’re confirmed with<\/pee> <\/p>\n

Dr. Barbara Walker Green<\/h1>\n

Founder & Financial AdvisorAdvanced Wealth & Retirement Planning Concepts<\/pee> <\/div>\n

<\/div>\n

<\/p>\n

\u2713<\/span> <\/p>\n
Your consultation is scheduled.<\/pee> Here’s everything you need before we meet.<\/pee> <\/div>\n

<\/div>\n

<\/div>\n

<\/div>\n

<\/section>\n

<\/p>\n

<\/p>\n
<\/p>\n
<\/p>\n
\u201c<\/div>\n

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 \u2014 and there’s an optional worksheet below that can make our time together even more focused and productive. <\/pee> \u2014 Dr. Barbara Walker Green<\/pee> <\/div>\n

<\/div>\n

<\/section>\n

<\/p>\n

<\/p>\n
<\/p>\n
<\/p>\n

Documents to Have Ready Before We Meet<\/h2>\n

<\/div>\n

<\/p>\n

<\/p>\n
<\/p>\n
<\/p>\n
<\/svg> <\/div>\n

<\/p>\n

<\/p>\n

Recent Investment & Retirement Statements<\/h3>\n

<\/div>\n

<\/div>\n

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.<\/pee> <\/p>\n

    <\/p>\n
  • 401(k) or 403(b)<\/li>\n

    <\/p>\n

  • IRA or Roth IRA<\/li>\n

    <\/p>\n

  • Brokerage \/ investment accounts<\/li>\n

    <\/p>\n

  • Pension or defined benefit plan<\/li>\n

    <\/p>\n

  • Annuities<\/li>\n

    <\/p>\n

  • Social Security statement (ssa.gov)<\/li>\n

    <\/ul>\n

    <\/div>\n

    <\/div>\n

    <\/div>\n

    <\/section>\n

    <\/p>\n

    <\/p>\n
    <\/p>\n
    <\/p>\n
    <\/svg> <\/div>\n

    <\/p>\n

    Optional \u2014 but highly recommended<\/pee> <\/p>\n

    Complete the Pre-Consultation Worksheet<\/h2>\n

    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 \u2014 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.<\/strong> <\/pee> <\/p>\n