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In our thorough interview, we suggest that you bring with you:

1. Copy(ies) of most recent pay statement(s)
2. Copies of federal income tax returns for the last three years.
3. Outlines or other information regarding corporate benefits, such as hospitalization, disability insurance, etc.
4. Copy(ies) of most recent Social Security Benefits Statement or current statement which can be printed at http://www.socialsecurity.gov/estimator/
5. Life insurance Policies or summary of policies owned.
6. Estimate of monthly/annual spending information. See below for downloadable forms
7. Annual reports, tax returns, and other agreements regarding ownership in closely held corporations, partnerships, joint ventures, or other businesses.
8. Copies of any trust agreements in effect.
9. Copies of divorce settlements, separation agreements, etc.
10. Most recent report of vested interest in pension and/or profit sharing plans, including IRAs.
11. Copies of latest available statements from banks, brokerage houses, mutual funds, retirement plans, company stock options, etc.
12. Listing of assets with an estimate of fair market values, as well as a listing of liabilities (which may be presented informally or we will provide forms).
13. Copies of other insurance policies (automobile, homeowners, umbrella, etc.).
14. Copies of existing wills.
15. Federal estate tax returns, if you or your partner has been the beneficiary of any estates.
16. Federal gift tax returns.
17. We will also ask you to bring any other items you think are relevant to your financial plan.

Downloadable Forms (PDF):

• Spending Plan
• Net Worth Statement
• Sample Agreement
• Form ADV
• Quarterly Report