Pre-Meeting Checklist
Pre-Meeting Checklist
In order to provide the most comprehensive analysis possible, we ask you to gather all the financial information you can. The information you provide will determine how comprehensive the financial plan will be. Below is a sample of documents to request as a guide:
Investment and savings statements
Bank account statements
Account statements for any investments you own
Employment benefits statement
Retirement/401(k) plan statements
Income and cash flow information
Most recent federal and state income tax returns
Pay stubs
A list of future funding requirements: second home, college expenses, etc.
Documents related to your debts (amounts you owe)
Mortgage information
Credit card statements
Student/other loan statements
Auto loan statement
Estate planning information
Current will or trust
Other legal documents
Property or investment agreements
Pre-nuptial agreements/divorce settlements
Property settlement agreements
Insurance policies
Life insurance policies
Disability insurance policies
Long Term Care insurance
Family Information
Account statements for children’s investments if applicable
Care information for parents if applicable
Prepare to discuss
Please come prepared to identify your short and long term financial goals.