What to have available for a session

• Annual income and expense summaries

• Net worth statement

• Updated value of investment accounts

• Most recent tax returns

• Most recent pay check stubs and company benefit booklets

• 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 and other retirement projections

Download excel version of  Net Worth Statement
Download excel version of  Income

Download excel version of 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 send Social Security or investment/bank account numbers via un-encrypted emails