When creating a financial plan, we get into the weeds. We need a lot of financial data to make accurate recommendations. As we begin the data gathering process, below are some areas that we need financial information. You will be given access to a portal where you are able to upload all statements, paystubs, and other documents for the information needed. Below is a checklist for things that are typically needed:

• Income

• Job/Employment Income

• Pensions

• Social Security

• Rental Income

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• Savings

• Contributions to savings

• Contributions to taxable accounts

• Contributions to retirement accounts

• Expenses

• Monthly Expense

• Medical

• Spousal & Child Support

• Debt Payments

• Taxes – Income & Property

• All Assets

• Checking

• Savings

• Taxable Investment Accounts

• Retirement Accounts 

• Stock Plans

• Property 

• Debt

• Mortgage

• Credit Cards

• Auto Loans

• Personal Loans

• Insurance

• Home

• Auto

• Disability

• Life

• Long Term Care

• Group Policies

• Goals: What do you want out of this financial plan?

• Retirements goals

• Buy a new car

• Buy a home

• Vacations

• Gifting

• Home Remodel

• Wedding

• Asset Purchase