Please gather as much of the following as possible to bring to your first appointment:

(1st Appointment Checklist Download Link)

1.    Contact Info:

  • Cell phone numbers
  • E-Mail addresses
  • Mailing address

2.   Family Information:

  • Full legal names and birthdays of all children
  • PLEASE BRING A COPY OF YOUR DRIVER’S LICENSES

3.    List of all Debts: (credit cards, car payments, leases, personal loans, home equity, etc.)

*Bring in your most recent statements showing:

  • Current balances
  • Interest rates
  • Minimum payments

4.    Insurances:

    *Bring in your policies

  • Homeowner’s
  • Auto Policy
  • Health/Long Term Care
  • Life Insurance Policies
  • Group Coverages

5.   Banking/Investment Statements:

   *Bring most recent statements for:

  • Checking, savings, IRA’s, mutual funds, retirement accounts, annuities, etc.

6.  Income Information:

  • Employer’s name & address
  • 2 most recent pay stubs
  • Last year’s W-2’s
  • Last year’s income tax returns
  • Social Security estimates
  • Pension income
  • Military income

7.    Housing/Rental Information

  • Present value of home
  • Current mortgage statement & balance
  • Property taxes
  • Monthly rental expense

8.    Estate Planning:

  • Name of Attorney
  • Will & Trust documents
  • Beneficiary designations
  • CPA or Tax Accountant

9.   Businesses Owned:

  • Names & Addresses
  • Plan documents
  • 401k, SEP IRA’s, etc.
  • Name of Accountant