| Documents needed for Financial Plan- Check List |
| Â |
| CASH FLOW |
| Pay Checks |
| Bank Statements – Checking and Savings |
| One recent Credit Report – (Download for free at www.annualcreditreport.com) |
| Mortgage Statement |
| List of Expenses |
| Â |
| RETIREMENT |
| Retirement Plan Statements |
| Retirement Plan Investment Choices |
| Retirement Defined Benefit Plan Decription |
| Social Security Statements (down load from www.socialsecurity.gov) |
| Â |
| INSURANCE |
| Employment Benefits Overview and details |
| Options and Rstricted Stock Units Program |
| Disability Insurance Policy (Group and/or Individual) |
| Life Insurance Policy (Group and/or Individual) |
| LTC Policy |
| Home/Renters Policy |
| Auto Insurance Policy |
| Â |
| TAXES |
| 1-2 years of tax returns |
| Â |
| ESTATE PLANNING |
| Will & Trust Documents (each) |
| Health care proxy – Living will |
| Â |
| INVESTMENTS |
| Brokerage Statements |
| IRA and Roth IRA Statements |
| Annuity Statements |