Documents Needed for a Comprehensive Plan
*Screenshots from your online account are fine if they have all the information!
Income
Retirement
Bring statements for any retirement accounts that you have. Some examples:
Savings & Investments
Insurance
Liabilities
Wills & Trusts
Business Documents
Others that might apply
- Pay stub for you (and spouse if applicable)
- Tax Return
Retirement
Bring statements for any retirement accounts that you have. Some examples:
- Social Security
- Pension
- 401(k) / 403(b) / 457
- IRA / Roth IRA
- SEP/ Keogh
Savings & Investments
- General Savings Account Statement
- HSA
- Mutual Fund/ Brokerage Accounts
- Stock Options - Statement & Vesting Schedule
Insurance
- Life Insurance
- Disability
- Long-term Care
- Other Group Insurance
Liabilities
- Mortgage Statement(s) with details on loan date(s), interest rate(s), etc.
- Student Loan Breakdown with details on loan date(s)
- https://nsldsfap.ed.gov/ for a breakdown of all your federal loans
- Statement from your lender if private
- Any other loan agreements
Wills & Trusts
- For you & your spouse (if applicable)
Business Documents
- Business Tax Return
- Buy/ Sell Agreement
- Group Benefit Programs
- Other Employee Paid Benefits
Others that might apply
- Divorce Decree/ Alimony Agreement