Many people we meet have financial arrangements already in place. In an effort to assist with a review they usually bring the file (or envelope) with their documents.
Without being rude this file (envelope) is usually stuffed full of papers/reports/quotations and all sorts of paraphernalia, most of which is pretty useless.
So this poses the question, what documents should I keep and what should I destroy?
Our short video might help.
And, please remember,r this is only our opinion, but it is based on thirty years of digging through piles of papers!