Broker Check

What to Bring to My Meeting

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

  • Paystubs - most recent paystub or earnings statements.
  • Expenses - amount spent on expenses each month (If you prefer to use a spreadsheet, please complete this Expenses Worksheet and email it to us prior to the meeting)
  • Financial Accounts - statements for all your financial accounts, including retirement accounts such as 401(k)s and the list of investments available in the 401(k) plan.
  • Bank Accounts - statements for all your bank accounts, including due dates for CDs.
  • Credit Cards - statements for credit cards not paid off in the previous month.
  • Pension Statements - information on pension amounts at retirement and the cost of living adjustment (COLA).
  • Mortgage Statement - showing dollar amount remaining on the loan, interest rate, monthly payment and years remaining on the loan.
  • Tax return - for the most recent year.
  • Social Security Statements - if you do not have a recent statement, you can get one from the Social Security Administration website.
  • Life Insurance Policies - original policy for term life insurance and the most recent annual statement for permanent life insurance policies with a cash value.
  • Employer Benefits - statements or handbook detailing the employer benefits.