Your First Meeting

Your First Meeting

Gathering relevant documents before your first meeting with Joyce will help you save time and money. These documents include:

  • pay stubs
  • tax returns
  • notices of assessment or reassessment
  • bank statements
  • insurance policies
  • pension plans
  • investment statements
  • medical and dental benefit plans
  • mortgage documents
  • loan statements
  • credit card statements
  • lines of credit

Other supporting documents may include:

  • marriage certificates
  • prenuptial agreements
  • birth certificates
  • marriage contracts

Other assets to consider:

Remember to write down and tell Joyce about pre- or post-separation assets. These assets may include:

  • inheritance
  • gifts
  • insurance settlements
  • antiques
  • frequent flyer miles
  • timeshares
  • stock options
  • bonuses
  • deferred raises
  • prepaid insurance
  • other valuable items

If this seems like a lot of paperwork, it’ll ease your mind to know that Joyce is accustomed to sifting through stacks of details. She knows what to look for and how to drill down to the facts and figures that matter.

It’s normal to feel a little overwhelmed or unsure about where to start. To help you stay organized, Joyce has created a series of free and easy-to-use resources that you can download and fill out on your computer print and fill out by hand.

Joyce Owen