When people call to schedule their initial consultation in our Lexington Park or Waldorf office they usually want to know what to bring. Our answer is “Just bring yourself”. For the initial consult our main goal is to get an overall picture of your financial situation. We will have plenty of time down the road to look over tax returns and pay stubs. We find that if we focus too much on these details we may miss something important. Often a person calls because of some triggering event like a lawsuit or a foreclosure notice. Bringing these notices for us to take a look at is always a good start. However, at this first meeting we want to focus on the forest, not just tree that is in front of you.
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