Document Checklist
Name:
Home Phone:
Work Phone:
When you come in for your first consultation, we ask that you bring in the documents listed below (if available). From these, we will construct your detailed financial profile.
Print this form out as a handy reminder.
Personal
Date
Comments
Wills
Trust
Financial Statement
Tax Return
(2 years)
Business
Date
Comments
Financial Statements
Buy/ Sell Agreements
Other
Company Benefits
Date
Comments
Group Plans
Booklet
Billings
Retirement Documents
Annual Valuation Report
Written Investment Policy
Statement
Statement of Administrative
and Investment Costs
Insurance Policies (Personal and Business)
Company (Owner)
Policy #
Amount
Beneficiary
When
you come in for your first consultation, we ask that you bring in the documents
listed below (if available). From these, we will construct your detailed
financial profile. Print this form out as a handy reminder.