Financial Planning Services
Start your plan today!
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The sources below will provide the most information to begin your financial plan.

Getting Started... What is most important to you?

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. 
 

Data Gathering Checklist

PersonalPrint Data Gathering Checklist

• 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:
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Business

• Income tax returns from the last two years
• Financial statements
• Other relevant business documents, such as:
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Equal Housing LenderBaylake Bank | 217 N. 4th Avenue, Sturgeon Bay, WI 54235
(920) 743-5551 or (800) 267-3610
Copyright © 2014 Baylake Bank.  All rights reserved.

Heather Weller photo
Heather Weller, CFP®
Trust Officer
(920) 431-3601
1-800-580-4440