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| What You'll Need |
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Facts to Know
- The more information you have initially, the more efficient your planner can be. This keeps the cost down for you.
- If possible, also have information for spouse or other adults that share & contribute to household.
- Do not postpone a meeting if a few items are unavailable; we wonÂ?t move forward if we expect perfection.
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Tax Returns
- Most recent if returns follow same pattern
- Last 3 years if lots of variation from year to year
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Annual Social Security Statement
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Most Recent Retirement Accumulation Statements from
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Market Value of Real Estate you own (knowledge is fine, appraisal not necessary)
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Most recent statements from each financial institution
- Bank & CD accounts
- Brokerages
- Annuities
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Most recent insurance policy coverage statement (amount of coverage) for
- Life
- House and/or possessions
- Vehicles
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Most recent debt record for each
- Mortgage
- Loan
- Credit Card
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Spending Patterns
- Budget if you have one
- Expense summaries, if you track them
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Think About Your Personal & Family Needs & Goals (not necessary to quantify) which might include
- Retirement
- Education
- Personal or Business Development
- Travel
- Acquisitions
- Family Bequests
- Charitable giving & bequests
- Special Needs
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