Toll-Free: 800-279-6016 | Local: 701-255-6832

320 N 4th St, Bismarck, ND View Locations

Appointment Checklist

Financial Planning Checklist

In order for us to give you the most accurate financial plan we will need for you to provide us with the following information:

  • Last Year’s Tax Return (first 2 pages)
  • Brokerage/Investment Account Statements
  • Social Security Statements
  • Bank Account Information (checking, savings, CD’s, money market)
  • Life Insurance Policies & Statements, including benefits through your employer
  • Long-term care and/or disability insurance policies.
  • Wills and/or Trust Documents
  • Real Estate Holdings
  • Annuity Statements
  • Health Insurance Information
  • 529 Statements and/or other assets for the children
  • IRA, Retirement Account and Pension Statements
  • Debt Information (mortgages, credit cards, auto loans, lines of credit)
  • Accountant and Attorney information
  • Any other items you feel would be helpful.

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