Please gather the following documents and send it to us before our meeting. These documents will help us understand your financial situation so that we can be better prepared to help create a plan to achieve your goals.
Your Personal Information (online form)
Suitability Questionnaire (online form)
Cash Flow and Net Worth (online form)
Concerns or questions that you have about your finances
Investment Statements from your brokerage accounts, IRAs, 401k (or 403b, 457, TSP…), non-term life insurance policies, annuities, etc… Statements from accounts that we currently manage are not necessary
Most recent paystub(s)
Most recent tax return
Current Mortgage Statement
Most recent Social Security (you can find this on the Social Security website) and pension statements
For clients with businesses, please send us your Year To Date Profit & Loss statement as well as payroll withholding schedule
Cash Flow and Net Worth (online form) – If you would like to edit the previous Cash Flow and Net Worth form, please let us know and we can send you the link to update your old entries.
Concerns or questions that you have about your finances
Investment Statements from your brokerage accounts, IRAs, 401k (or 403b, 457, TSP…), non-term life insurance policies, annuities, etc… Statements from accounts that we currently manage are not necessary
Most recent paystub(s)
Most recent tax return (Spring meeting only)
Current Mortgage Statement
For clients with businesses, please send us your Year To Date Profit & Loss statement as well as payroll withholding schedule.