Income – Most recent payroll statement and tax returns for previous two years

Retirement Plans – Most recent statement from any company, 401(k), Keogh, SEP, IRA, RRSP, TSA or other retirement plans. Most recent Social Security Statement.

Savings/Checking – Most recent statements from any bank accounts and money market funds; 6 months of statements for accounts used to pay bills and expenses

CD’s – Most recent statement

Brokerage Accounts – Most recent statement identifying stocks, bonds and mutual funds

Insurance – Policies or contracts detailing life, disability, long-term care or annuities, homeowners, flood, auto, RV, Boat or other policy with property and/or liability coverage.

Real Estate – For each property, most recent appraisals, loan information and statements

Collectibles – Current Market Values or Appraisals for precious metals, art and other collectibles

Personal Property – Value of titled personal assets

Business Ownership – Balance sheet and Profit and Loss Statement for current and previous 4 years, buy-sell agreements

Expected Inheritance – Description of anticipated inheritance

Estate Plans – Any current wills, trust documents or other written directives

We understand these are very personal and private documents. Your information will be kept completely confidential in accordance with our Form ADV disclosure and Privacy Policy. Please keep in mind that our ability to discuss the preparation of your financial plan is directly related to your full disclosure of the documents listed above. Incomplete or inaccurate information can compromise the integrity of your plan.

For these reasons, and to make the most efficient use of our time together, it is very important to bring these documents to the initial appointment. You are free to decide during the course of the initial appointment, not to disclose these documents and we will respect and honor your decisions in either event.