IT’S TIME TO FOCUS
The success of a financial plan depends on the quality of the data we use to build it. To make our initial consultation as productive as possible, we recommend gathering the following information. This ensures we can provide a thorough analysis of your current landscape and build a strategy that truly reflects your goals.
INFORMATION TO GATHER
Category 1: Personal & Financial Overview
• Personal Information: Current ages, target retirement ages, and a list of any dependents.
• Income & Cash Flow: Current salary, bonuses, or other income sources (rental income, social security estimates).
Category 2: Assets & Investments
• Investment Statements: Most recent statements for 401(k)s, IRAs, brokerage accounts, and college savings plans.
• Bank Statements: Current balances for checking, savings, and certificates of deposit (CDs).
• Real Estate: Estimated values for your primary residence and any secondary or investment properties.
Category 3: Liabilities & Expenses
• Mortgages & Debt: Current balances, interest rates, and monthly payments for mortgages, auto loans, or student loans.
• Tax Returns: Copies of your federal and state tax returns from the previous two years.
Category 4: Protection & Legal
• Insurance Policies: Summaries for life, disability, long-term care, and umbrella insurance policies.
• Estate Documents: Wills, trusts, powers of attorney, and healthcare directives.
CLICK THE LINKS BELOW FOR A MORE COMPREHENSIVE CHECKLIST
Once you have gathered this information, we are ready to sit down and begin building your path. Download a printable version of this checklist or book your initial consultation below.