Helpful Documentation
Preparing for Our Meeting
In addition to filling out the Confidential Client Profile, we ask that you bring the following documents to enable us to have a more informed discussion.
- Most recent statements of the following:
- Investment Account(s)
- Retirement Account(s)
- Pension Plan(s)
- Life Insurance Policies
- Bank Checking and Savings Accounts
- Mortgage(s)
- Credit Card(s)
- Two years of Federal Tax Returns
- Wills and Trust Agreements
- Divorce Settlement Agreement
- Pay Stubs
- Personal Financial Statement
- Business Financial Statement
- Information on Real Estate Owned
- Social Security Statements
- Schedule of Income
- Schedule of Expenses
- Details on all liabilities (Balance, Term, Interest Rate, Payment Amount and Schedule)
- Anything else financially related that you would like to review or have questions about.
