Pre-Appointment Checklist
Pre-Appointment Checklist
To better serve your needs and provide an accurate financial plan, please provide us with the following information:
(Click below to download the PDF Document)
CHECKLIST
Gather Documentation
- Recent Pay Slips for all potential account holders
- Existing financial account statements (from banks, other investment providers, and employer 401(k)s)
- Loan and credit card statements
- Insurance policies/statements
- Information related to your current investments
- Any other personal budget information (e.g. assets and liabilities)
Essential Information
- Age
- Income (Current, Family, Future (including inheritances))
- Day-to-day expenses, future expenses
- Tax paid and tax owed
- Family circumstances, including the number and health of dependents and state of health
Ask Yourself These Questions
- What do you want to achieve financially and personally?
- How soon do you want to achieve your goals?
- When do you want to retire?
- Are you, your family, and your lifestyle protected against the unexpected?