Getting to Know You
In order to make the most of our time together, please bring the following items to our next meeting:
- Prior year tax returns
- Most recent investment account statements including 401(k)s, IRAs, Trust, 529 accounts, etc.
- Current debt information including mortgages, lines of credit, personal loans, auto loans
- Insurance information (life insurance, disability insurance, or long-term care)
- Trust Documents & Corporate Documents
- “Getting to Know You” form – completed and emailed to firstname.lastname@example.org