- Paystubs or Earnings Statements
- Statements for all your financial accounts, investments
- Statements for retirement accounts at work such as 401(k)s
- Statements for all your bank accounts, including due dates on CDs
- Statements for credit cards not paid off
- Statements for any other debts, including the interest rates
- Employer benefit books (Summary Plan Detail)
- Information on pension amounts at retirement
- Mortgage statement
- Latest Tax Return
- Auto & Home owner insurance statements
- Life insurance policies
- List of Expenses or fill out Expense Sheet and bring to your meeting.
Please fill out the Objectives Sheet and bring to your first meeting.
