Pre Appointment Checklist - Symmetry Financial Partners

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)

Rosemarie's Checklist

Andrew's Checklist

Robert's Checklist

Pete's 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