Your First Appointment

You needn`t bring anything to your first meeting.  However, if you have specific concerns, you may want to bring some of the following items:

Recent statements for financial accounts, including
 Checking and Savings
 CDs
 Money Market Funds
 Mutual Funds
 Tax-Deferred Annuities
 IRAs and other retirement/pension accounts
 Trust or Managed Accounts
 Limited Partnerships, UITs or REITs
 Brokerage Accounts
 List of EE Savings Bonds

A copy of your latest Tax Return

Real Estate Information, including
 Current value
 Type of mortgage, interest rate, remaining balance

Employer Information describing Employer-Provided
 Insurance
 Pension or retirement plans
 Other employee benefits

Insurance Policies, including
 Life Insurance
 Disability
 Long-Term Care

List of Debts, including interest rate and amount owed for
 Credit Cards
 Auto Loans
 Personal Loans
 School Loans

You may also want to be prepared to discuss your wills and trusts, and the answers to:
How much money do you spend each month?
What is your total monthly income?
How much money do you contribute to savings or retirement?
Are you anticipating incurring any major one-time expenses in the near future?
Do you anticipate any major one-time receipts of money?

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