Wealth Room

Before you meet with your builder, you’ll receive a “punch list,” a checklist of documents to bring to the first meeting so the builder can review your current financial situation. Naturally, these documents are treated confidentially.

In addition to reviewing the numbers (such as most recent payroll stub, buy/sell agreements, stock options, 401(k) statement, personal asset values, and debt statements), the builder also wants to know about your other areas of wealth, the ones that might not show up on your financial balance sheet but that you’d definitely include in a personal balance sheet.

Maybe one of your greatest assets is your health, or your family, or support in your community.

So you’d be discussing not only your net worth, but also your self-worth, those things that are most important to you and that you’ve dedicated a great deal of your time and energy to developing in your life.