Appointment Checklist
Thank you for scheduling an appointment. To work effectively with you and your family we need to understand not only where you want to go… but also where you are right now!
So gather what you can, using this checklist as a guide. However, if you can’t locate something, we can estimate for now. Remember, it is far better to get started rather than waiting; we can easily update your financial blueprint as more information is available.
Pay stubs for a recent, typical month, details on any part time incomes, your most recent property tax statement. Last year’s tax return would also be helpful, especially if self employed.
Traditional IRAs, Roth IRAs, and include your most recent social security statements if available
401(k)s, 403(b)s, 457s, SEP-IRAs, SIMPLE-IRAs, Pensions, any other funds earmarked for retirement
Savings and checking statements, CDs, mutual funds, or any other funds not earmarked for retirement
Auto, Home, Health, Life, Disability, Group Plans, Long Term Care, any others
Home mortgage, installment loans, most recent credit cards statements, any other outstanding loans
Annual or quarterly benefit statements and/or booklets
Savings accounts, Savings bonds, Coverdell Education IRAs, UGMAs, UTMAs, 529 Savings Plans, 529 Pre-paid tuition plans, or anything earmarked for education