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What are your goals for your future? We will
discuss your Short-Term and Long-Term Goals, needs, and priorities.
We encourage you to spend some time thinking about these, and writing
them down in preparation of preparing your financial plan.
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Personal
• Income
tax returns from the last two years
• Social
Security statements
• Total
of debts owed to individuals
• Budget
of personal and living expenses
• Current
wills and trust agreements
• List
of all real estate (including market value and cost basis)
• Current
statements for all investment ventures, partnerships, stocks, bonds,
mutual funds, cash accounts, etc.
• Most
recent report of vested interests in pensions, IRAs, profitsharing plans
(e.g. 401k, ESOP) and other tax-favored retirement plans (e.g. 403b,
SEP)
• Documents
pertaining to other corporate benefit plans
• Current
statements of any life, disability, or long-term care insurance policies
• Other
relevant personal documents, such as:
______________________________________________________________
______________________________________________________________
Business
• Income
tax returns from the last two years
• Financial
statements
• Other
relevant business documents, such as:
______________________________________________________________
______________________________________________________________
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