What You Should Bring to a Financial Meeting With Us

When starting the financial planning process, we recommend you bring the following to the meeting:

• Paystubs or Earnings Statments 
• Statements for all your financial accounts
• Statements for retirement accounts at work such as 401(k)s, including the list of investments available in the plan
• Statements for all your bank accounts, including due dates on CDs
• Statements for credit cards not paid off in the previous month
• Statements for any other debts, including the interest rates
• Employer benefit books
• Information on pension amounts at retirement and cost of living adjustment (COLA)
• Mortgage statement
• Tax return for the most recent year
• Amount spent on expenses (If you prefer to use a spreadsheet, please complete this Expenses Spreadsheet and email it to us prior to the meeting)
• Social Security statements
• Life insurance policies and most recent annual statement for permanent life insurance policies with a cash value