Documents Needed for a Comprehensive Plan

*Screenshots from your online account are fine if they have all the information!

Income

• 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