What to bring to your first appointment

When starting the financial planning process, we recommend you bring the following to the meeting:

Statements

• Paystubs: most recent.
  
• Retirement Statements: IRA, 401(k), DCP, 403(b), etc.
• Investment Statements: non-retirement, stock options, etc.
  
• Bank CD statements
  
• Mortgage Statement
• Tax return: most recent year.
  
  

Information only

• Pension: benefit information and cost of living adjustment (COLA).
• Life Insurance Information: coverage amount and any cash value amount.