Pre-Appointment Letter
Dear ____:
It was great talking with you today, and I look forward to our upcoming meeting. I’m
sending you this letter to confirm our appointment on ______ at _____, here at the
branch.
In order to make the most productive use of our time together, please bring as many of
the following as you possibly can:
• Statements from all of your other bank accounts ( I will have all of your accounts
with us already prepared)
• Statements from any other brokerage or mutual fund accounts you maintain
• A copy of your latest retirement plan statement
• Either your latest statement from or actual life insurance policies
• A copy of last year’s tax return
• If appropriate, a copy of your living trust documents
• And most importantly, please give some thought before our meeting as to some of
your financial goals and objectives.
Having these documents to review as we meet will allow us to make the best use of our
time together, and allow me to do the best job possible of helping you.
Thanks, and I will see you soon.
Mary Banker
