Pre-Meeting Checklist

In order to provide the most comprehensive analysis possible, we ask you to gather all the financial information you can. The information you provide will determine how comprehensive the financial plan will be. Below is a sample of documents to request as a guide:

Investment and savings statements
Bank account statements
Account statements for any investments you own
Employment benefits statement
Retirement/401(k) plan statements

Income and cash flow information

Most recent federal and state income tax returns
Pay stubs
A list of future funding requirements: second home, college expenses, etc.

Documents related to your debts (amounts you owe)

Mortgage information
Credit card statements
Student/other loan statements
Auto loan statement

Estate planning information

Current will or trust