Below is a recommended list of documents to gather once you engage a financial planner. Please note, this list is not an exhaustive checklist and may be customized by your planner for your specific needs. Also, be prepared to answer questions regarding your age, current income, hobbies, goals, philosophy on money, groups you belong to, etc.
- Bank statements
- Pay stubs
- Check registers
- Credit card balances
- Mortgage or loan payment books
- List of assets
- List of liabilities
- Completed expense worksheet
- Any wills, trusts, healthcare powers of attorney, health care proxy or other powers of attorney
- Business agreements
- Titles for homes, cars, real estate, etc.
- Retirement account statements
- Social Security statements
- Pension benefit statement and booklet
- Investment statements
- Listing of available investment options in investment and retirement accounts
- Stock options
- Homeowner and automobile declaration pages
- Life, disability or long-term care insurance polices
- Business liability, director and officer insurance policies
- Tax return
- Tax estimate for next return (e.g., deductions, credits, etc.)
- List of employee benefits
