WHEN?

First Meeting

WHAT’S INVOLVED?

We are collecting and cataloging all of your financial data necessary to complete your analysis. This includes everything from the list including your PSERS annual statement and retirement estimates. If you don’t have an estimate, we will generate one for you.

WHAT IS BARR ASSOCIATES DOING?

If we need any additional information, our staff members will clearly communicate what is needed from you; this may include phone calls and emails from multiple staff members. This will enable us to articulate your financial goals.

WHAT IS NEEDED FROM ME?

Please provide all of the information that we have requested.

WHAT’S NEXT?

Once we have gathered all of the necessary financial information and goals, we will begin to analyze them and set your next appointment.