What should I have ready before I call?

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You do not need anything before calling. (This is a major reason potential clients put off calling.) If you know your name and your email address, we can find the rest.

Of course if you have all of your FSA log-in information, financial statement, income documentation, tax documents and spousal information ready, that makes it easier. However, that is rarely the case. Most of our clients simply don’t know what to have ready, but call for our help anyway.

In other words, don’t wait, just call us.

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