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.)