If you feel Johnson Bixby & Associates is a good fit for you, we are happy to schedule a meeting.

In order for us to understand your current financial situation and make the best use of our time together, please bring the following documents to our meeting:
  • Completed personal information form
  • Completed household expenses form
  • Your most recent tax return
  • Your most recent paystub(s)
  • Recent investment statements
  • Retirement plan information
  • Life and long-term care insurance information
  • Mortgage information
  • Social security estimate of benefits
  • A list of your goals
  • A list of questions

Please note we charge a $500 fee for an initial consultation. This fee covers up to two hours for our first meeting as well as any follow up that directly results from that consultation.

You can find the first two forms in our Forms and Handouts section. For planning purposes, new client meetings are scheduled about four weeks from when you call. Contact us to schedule an initial meeting.