Useful documents to bring with you to our first meeting:
Banking and brokerage statements
- Checking, savings, money market, education savings accounts, and brokerage accounts.
Retirement asset statements
- Statements for all of your retirement plans, including IRA, pension, 401(k), 403(b), and profit-sharing plans, showing current balances and investments.
Debt Statements
- For your mortgage or home equity loans, credit cards, auto loans, student loans, etc.
Other financial documents
- Social security statements, life insurance and annuity contracts, tax records, trust fund, and any other financial documents
