What to Bring to Your Meeting

We recommend that you bring the following to your initial meeting with Amy:

1. Expense sheet (Click here for example)

2. Complete list of assets and liabilities 

3. Employee benefits manual(s) or statement

4. Savings and/or checking account statements 

5. Investment account statements

6. Copy of last year's tax return

7. Paycheck stubs for last month

8. Personal retirement account statements and information ( IRA's, 401(k)'s, Pensions, etc.)

9. Social Security statement(s)

10. Insurance policies/statements (Life, Disability, Long Term Care, Homeowners, Personal Liability, Auto)

11. Copy of will, estate plans and/or trusts 

12. List of any expected cash windfalls (Inheritance, gifts, royalties, bonuses, etc.)

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