Items Needed At Your Appointment
Financial goals and plans
- Any old financial plans or profiles you may have
- What you like and dislike about any current advisors
Current investment and bank account statements
- Personal
- Business
Current and prior year tax documents
- Federal
- State
- Business taxes (if filed separately)
- Articles of incorporation
- Depreciation schedules
- Proposed equipment purchases
Current income
- Pay stubs
- Amount
- Savings and checking account balances
Total debt
- Current statements and balances
- Mortgage
- Student loans
- Personal loans
- Credit cards
- Pay off estimate
Insurance applications and policies
- Life Insurance
- Health Insurance
Real Estate
- Home value
- Other real estate value
- Timeline of any other sales or purchases
Estate Planning:
- Wills
- Trust documents
- Beneficiary Information
- Future estate needs