CHECKLIST FOR YOUR FIRST UFINANCIAL MEETING
Personal, Legal, and Estate Planning Documents
___ Current Wills and Trusts
___ Business Agreements (if appropriate)
Employment Documents
___ Group Insurance Booklet/Summary Sheet
___ Pension or Profit Sharing Information/Annual Statement and Retirement Projections
___ Deferred Compensation, Split Dollar or Other Benefit Agreements
Personal Financial Documents
___ Real Estate / Automobile / Other Tangible Assets
___ Investment Statements
___ Loan Information, i.e. Interest, Term, Amount
___ Last Year’s Tax Returns
___ Most Recent Financial Statements
___ Paycheck Itemized Withholding Stub for Each Working Spouse
___ Social Security Estimate
Insurance Information
___ Life Disability Policies, Long Term Care, and Medical Insurance Owned Either Personally or by Your Employer
___ Life Disability Policies, Long Term Care, and Medical Insurance on Other Family Members
___ Dividend Statements on Above Contracts