Below is a simple checklist to prepare for your financial planning appointment. You can download and print a copy here.

• Go to this link to provide the financial information I’ll need to help you complete your financial plan.

Income/Expenses

• Bring the last two years of tax returns to the meeting
• Bring recent account statements and list of investments
• Mortgage, auto leases or loans, credit cards or other debts. Bring details of amounts owed, interest rates, minimum and current payments and terms (e.g., 30-yr fixed, variable rate, etc.)
• Please bring copies of your pay stubs to show deductions and taxes

 

Employer/Self-employed Benefits

• Bring information about investment options and a recent account statement
• A recent Social Security Benefits Estimate Statement
• Bring information regarding coverage levels on medical benefits, flexible spending accounts/health savings accounts, and life, long-term disability and long-term care coverages
• Bring information regarding investment options. Include any employer match on 401k

 

Insurance

• Coverage details for auto and home, including umbrella policy.