Contact Elaina Serotte, CAS, CFS Financial Services Professional CA Insurance License # 0D57342 San Francisco Bay Area Insurance Agency, LLC 101 Montgomery Street Suite 1300 San Francisco, CA 94104 [T] 415.743.1010 [F] 415.956.2714 eserotte@finsvcs.com Jill A. Armijo Business Manager CA Insurance License #0G37431 San Francisco Bay Area Insurance Agency, LLC 101 Montgomery St, Suite 1300 San Francisco, CA 94104 [T] 415.743.1019 [F] 415.956.2714 jarmijo@finsvcs.com Getting Started      Document Checklist A complete list of items necessary for an accurate financial plan. This  data, while vital, is only half of your story. It is coupled with a complete understanding you and your family, which we uncover in the Discovery Phase of our process.      Statement of Needs and Expectations This allows us to deepen our understanding of what you would like out of your financial planning process, therefore allowing us to further customize your plan and experience.     Home | Elaina C. Serotte, CAS, CFS. All Rights Reserved. | Site by Ailish Design