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:

Download Checklist

  • 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.