FINANCIAL PLANNING

Documents required to begin financial planning process:

DOWNLOAD ALL FILES

• • • Complete the personal information worksheet (required)
    • Complete the net worth worksheet
    • Complete the living expense worksheet 
    • Complete the risk tolerance questionnaire
    • Provide a summary of any life insurance policies in force
    • Provide your most recent tax return
    • Provide your most recent paystub(s)
    • Provide a Total Rewards statement from your employer(s), if available
    • Provide copies of your investment account statements, including current holdings
    • Provide a list of investment options for any company-sponsored retirement plans (401(k), 403(b), etc.)
    • Provide copies of statements for any debt you may have, including mortgage, car loans, credit cards, student loans, or home equity lines of credit
    • If completing a retirement plan, provide your current Social Security statements, which can be accessed at www.ssa.gov
    • If you would like us to review your current estate plan, provide copies of your trust, will, and powers of attorney.
    • Complete the Money Messages form found HERE