Checklist of items needed for consultation
Checklist of documentation needed to get started—Establishing the Foundation
- List of all income sources with amounts
- List of all monthly expenses
- Copies of credit card and bank statements
- A copy of your credit report (You can get it at www.annualcreditreport.com for no cost).
- Insurance documentation–this includes life, health, auto, and home
- List of employer benefits
- List your top 3 financial goals with timelines
- Any other piece of information that will complete the picture of your financial situation.