Documents We May Request

Our goal is to build out a comprehensive picture of your financial life. We will be constructing cash flow and net worth statements as well as examining your investment portfolio, income tax data, insurance coverage and estate plan documents. Please bring any information that will help us build out your financial plan. This may include:

Most Recent Tax Return and W2 Forms
Most Recent Year End Paystubs
401k, Pension, Simple, SEP, and other Retirement Plan Statements or logon credentials
Investment, Annuity, and other Account Statements (or logon credentials)
Life, Disability, Long Term Care, Home, Auto, & Other Insurance Policies or declarations pages
Social Security Benefit Estimates
Life, Disability, Long Term Care, Home, Auto, & Other Insurance Policies or declarations pages
Wills, Trust, Power of Attorney, and Other Estate Plan Documents