What To Bring To My Meeting
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 the 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.