Items Needed to Prepare Financial Plan
Please try and bring the following documents to our first meeting:
- Auto, Homeowners, & Umbrella Liability Policies
- Life Insurance Policies
- Disability Insurance Policies
- Long-Term Care Policies
- Copies of estate planning documents- Wills, Trusts, POA, etc.
- A list or general idea of your assets and your liabilities
- A list or general idea of your monthly income and monthly expenses
- Latest statements for your investment accounts
- Paystubs
- Last year’s tax return
- Your employee handbook- outlining your various benefit options
- If you have a pension plan through your employer, your pension documents.
