Financial Planning Pre-session Checklist

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

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.