Please gather as much of the following as possible for 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