Service Agreement
You will soon receive an email with your service agreement details. Please review and sign to proceed.
MRA Advisory Group
Excited to work together.
We are thrilled to have you join the MRA Advisory Group family. On behalf of our entire team, welcome—we look forward to a prosperous partnership.
Guiding Your Financial Future
Support and guidance at every step.
At MRA Advisory Group, our mission is to help clients solve their current financial challenges and plan for the future with confidence. We are committed to providing personalized strategies that align with your unique goals.
Next Steps for Your Journey
Financial Plan Data Gathering
Sign up for the WealthBuilder Planning portal to begin gathering your financial data. Use the document vault to upload applicable materials.
- Recent mortgage statement
- All investment statements (401Ks, IRAs, Etc.)
- Most recent tax returns
- Recent paystub
- Expense spreadsheet (if one is available)
- Life insurance statement(s)
- Any other financial documents that you would like to be reviewed
Schedule Your Next Meetings
Book your Strategy and Plan Presentation Meetings by accessing our calendar or contacting Carol Kupetz at 973.917.3905.
Book a meeting ↗Proposed Service Schedule
A clear rhythm for your first year—and beyond.
Plus Service
Year 1
Plus Service
Years 2+
What to Expect
Integrity, commitment and excellence.
As a valued client, you can expect our unwavering commitment to Integrity, Commitment, and Excellence. We aim to simplify your financial life, instill confidence through strategic planning, and pursue growth opportunities.
Our communication standards include returning calls within 24 hours and providing full disclosure on products and services. We maintain strict confidentiality and offer complimentary second opinions for friends and family seeking financial guidance.