I would suggest bringing your tablet or iPad as well as your usernames and passwords to your financial websites (bank, mortgage, investment accounts, credit cards, etc.). This is helpful when gathering up to date balances during the meeting.
Most people overlook bringing their pay stubs and employer benefits statement. A simple pay stub can help tremendously in the data collection process. I suggest you visit our Client On-boarding page to read about the five step experience as you become a client of ours.
Finally, bring lots of questions. I look forward to meeting with you!