First Meeting Checklist
Our normal process is to collect the documents below so that we can get an idea of where things stand today; after that we will have a meeting to discuss your specific goals, concerns, and attitudes towards financial planning and investing.
To help us understand your unique situation, please provide us with the following information. All information is strictly confidential.
____ Most recent federal & state tax returns
____ 2 most recent paystubs as well as any other relevant compensation information
____ Current bank balances including checking, savings, CDs, etc
____ Loan statements - mortgage, student loans, auto loans, unsecured loans, etc
____ Retirement account statements (401(k), 403(b), IRA, Deferred Compensation, etc)
____ Statements for any other investment accounts
____ Social security statement (available at www.SSA.gov)
____ Employee benefit handbook
____ Life insurance, disability and long term care policies
____ Expense worksheet - feel free to use your own or request ours
____ Estimates for any large one-time expenses (home improvement, education, etc)
____ Any other information that you believe is relevant to your finances
Don’t worry about anything you’re missing or that doesn’t apply to you, we will cross that bridge when we come to it!