 |
| For Clients Only: |
182 West Central Street
Suite 200
Natick, MA 01760
Tel: 508-647-0830
Fax: 508-647-0845
| FINANCIAL ROADMAP CHECKLIST
(complete and bring to our first meeting) |
|
| Please complete the Financial
Planning Information Data Sheet and bring it to our first meeting,
along with the following items: |
|
Bank/Investment Statements (most recent) |
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Bank and Credit Union Statements |
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IRA Account Statements |
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Brokerage Statements |
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Mutual Fund Statements |
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Loan Documents that you may have |
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Auto Loan |
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Credit Card Debt |
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Home Mortgages (First, Second and Line of Credit) |
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Income Tax Return (Federal and State) |
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Estate Planning Documents |
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Wills |
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Trusts |
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Powers of Attorney |
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Health Care Proxy |
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Insurance Statements/Policies |
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Homeowners Insurance |
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Automobile Insurance |
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Life Insurance |
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Disability Insurance |
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Long Term Care Insurance |
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Umbrella Liability Insurance |
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Other Employment Related Benefits |
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Retirement Plan Statements (401k, 403B, etc) |
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Recent paystub from each employer |
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Stock Options Schedules |
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Employee Benefit Manual/Summary Plan Descriptions |