What to have available for a session

• Annual income (gross) and expense details

• Net worth statement

• Updated value of bank and investment accounts

• Most recent tax returns

• Most recent pay check stubs and/or social security income details

• Insurance policies (home, car, excess liability, professional liability, health, long term care)

• Legal documents (wills, trusts, health care proxy, durable power of attorney, divorce, prenup and relationship agreements, loan agreements)

• Details on debt (amount due, interest, term)

• Social Security, pension, and other retirement projections

Download excel:

• Net Worth Statement

• Income

• Personal Expenses

• Children's Expenses
  

For virtual meetings, you can send information ahead via email, by Dropbox, by Google Drive, or have it on your computer (you can share your computer screens).
Do not sendSocial Security or investment/bank account numbers via un-encrypted emails