Information to Bring

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:

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  • Most Recent Tax Return and W2 Forms
  • Most Recent Year End Paystubs
  • Investment, Annuity, and other Account Statements (or logon credentials)
  • Loan Data: Start Date, Term, Current Balance, Rate
  • 401k, Pension, Simple, SEP, and other Retirement Plan Statements or logon credentials
  • 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

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