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First Appointment Checklist

Having these documents ready helps us build your Financial Snapshot quickly and accurately. Don't worry if you can't find everything — we'll work through it together.

01

Personal Identification

Government-issued photo ID (driver's license or passport)
Social Security card or number
Medicare or Medicaid card
Spouse or partner identification (if applicable)

02

Income and Benefits

Social Security benefit statements
Pension or retirement income statements
Annuity contracts or statements
Any other sources of regular income

03

Bank and Investment Accounts

Recent bank statements (checking and savings)
Investment or brokerage account statements
IRA or 401(k) statements
Certificates of deposit (CDs)
List of account login information or contacts for each institution

04

Insurance Policies

Health insurance cards and policy documents
Life insurance policies
Long-term care insurance policy (if applicable)
Homeowner's or renter's insurance policy
Auto insurance policy

05

Estate and Legal Documents

Last will and testament
Power of attorney (financial and/or healthcare)
Trust documents (if applicable)
Beneficiary designations for accounts and policies
Property deeds or mortgage documents

06

Tax Records

Most recent federal and state tax returns (last 2 years)
W-2s, 1099s, or other income forms
Property tax bills
Name and contact information for your tax preparer (if you have one)

07

Monthly Bills and Obligations

List of recurring monthly bills (utilities, phone, internet, etc.)
Credit card statements
Loan or debt statements (mortgage, auto, personal)
Subscription services (medications, memberships, etc.)

08

Key Contacts

Accountant or tax preparer
Attorney (estate or elder law)
Financial adviser or broker (if applicable)
Insurance agent(s)
Trusted family member or emergency contact

Don't worry if some items are missing. Part of our job is helping you locate and organize what you need. Bring what you can, and we'll handle the rest.

Ready to get started? Schedule your consultation.

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