Kaizerman.com Home Information on Kaizerman & Associates Why use Kaizerman & Associates The 250 Best Financial Advisors Worth Magazine Ideal client profile Managing Principal's Biography What to bring to our first meeting Financial Planning Information Data Sheet Financial Roadmap Checklist Beneficiary Directory ™ Directions to our office Tell a Friend Contact Us   For Clients Only: NetExchange Online Brokerage Account Information OneView Consolidated Account Information (both non-brokerage and brokerage accounts) Curian Capital Accounts Managed Accounts Information What to bring to our Progress Meeting 182 West Central Street Suite 200 Natick, MA 01760 Tel: 508-647-0830 Fax: 508-647-0845
	PROGRESS MEETING CHECKLIST     Please bring the following items to your Progress Meeting: Listing of any changes to your Assets and Liabilities since our last Meeting     Recent employee pay stub     Most recent statement of the following accounts (only for accounts that Kaizerman & Associates does not receive a statement directly from the provider) Money Market, Savings and Certificate or Deposit Statements IRA Account Statements Brokerage/Mutual Fund Statements     Information on any new or refinanced Loans since our last Meeting Auto Loans Credit Card Debt Home Mortgages (First, Second and Line of Credit)     Federal and State Income Tax Returns (only required if tax returns were not prepared by Kaizerman & Associates)     Information on changes to Estate Planning Documents since our last Meeting Wills and Trusts Powers of Attorney Health Care Proxy     Information on changes to Insurance Coverage since our last Meeting Homeowners, Automobile and Umbrella Liability Insurance Life Insurance Disability Insurance Long Term Care Insurance     Other Employement Related Benefits Most recent retirement plan statements (401K, 403B, etc) Current Stock Option Schedule Information on changes to any Employee Benefits Programs