HERE IS A LIST OF DOCUMENTS WE ASK YOU TO PREPARE FOR OUR FIRST MEETING
- A monthly budget of your expenses, Click here to download a copy of the form.
- Mutual Funds/Stock/Bond etc. statements (Preferably the recent year end)
- Latest bank statement-listing accounts
- Any pension or 401(k) / 403b/457K plan statements
- Recent IRA statements
(Traditional and/or Roth)
- Recent Social Security Statements
- Copy of recent Mortgage Statement
- Tax returns for the last 2 years
- Wills and trust documents
- All insurance policies, including life,
disability, long-term care
- Company provided group benefits for you and your spouse.
(If a print-out of specific coverages and benefits are available, please include those)
Any additional information you think is pertinent.