So that we can get started on your blueprint, we need to get a grasp of what your current financial life looks like today. If you’re like most people, everything may not be in perfect order at the moment. Old statements may be buried in drawers and insurance policies possibly hidden away in a secret file that may be too secret to remember its location. We’ll ask that you bring any and all financial information you can get your hands on as well as a list of websites you may use to access information. From there, we’ll work together to get your physical & digital files organized so that we can be sure of our starting point.

Some examples of files you should try and locate are listed below.

• Current & Previous 401(k) Statements
• Brokerage Statements
• IRA Statements
• Previous Year’s Tax Return
• Mortgage Statement
• List of Current Debts and Payment Information
• Current Pay Stub(s)
• Pension Statement(s)
• Social Security Statement(s)
• Insurance Policies
• Usernames & Passwords for Digital Organization