Help Us Help You
To Help Us Help You, Please Provide the Following
- What progress over the next year would you need to make to be happy with your progress?
- Financial Statements from your accounts
- Copies of your latest Bank Statements
- Copies of your latest Credit Card Statements
- Investment Account Statements
- 401K, 403(b), Other Retirement Program Statements
- TRS or Hospital or Employer Pension Projection.
- Last three years of your federal income tax returns
- Listing of your company benefits.
- Two Pay Stubs with your gross pay and deductions
- Latest Social Security Projection
- Copies of your Insurance Policies (Life, Health, Home, Auto, Accidental Death & Disability, Disability.)
- List of your short and Long Term Goals
- Prior Financial Analysis and Plans.
- Detailed information about your family:
- Legal Name
- Birth date
- Social Security Number
- Vacation and Travel Plans, this year or in years to come.
- List of your cars and trucks and summary of their condition.
- Tell me about your home. Do you like just the way it is or is it in need of: Improvement, Repair, and Replacement?
- Any other information you would like to share with us.
- What Church, Synagogue or Temple do you attend?
- What are your hobbies?
- What are your educational plans of your children?
- What are your educational plans for you and your family?
- If money was no object, what would you do differently?
