Preparing for the Initial Meeting


As you prepare for our initial meeting, we ask you to gather all the financial documents and information you can.

 

Investment and savings statements

  • Bank account statements
  • Account statements for investments 
  • Employment benefits statement
  • Retirement/401(k) statements

Income and cash flow information

  • Most recent federal and state income tax returns
  • Pay stubs
  • A list of future funding requirements, second home, college, etc.

Documents related to your debts (amounts you owe)

  • Mortgage information
  • Credit card statements
  • Student/other loan statements
  • Auto loan statement

Estate planning information

  • Current will or trust
  • Family Limited Partnership agreement

 Other legal documents

  • Property or investment agreements
  • Pre-nuptial agreements/divorce settlements
  • Property settlement agreements

 Insurance policies

  • Life Insurance policies
  • Disability Income Insurance policies
  • Long Term Care Insurance
  • Liability Insurance

Family Information

  • Account statements for children's investments if applicable
  • Care information for parents if applicable