Creating a plan is a multi faceted process. Please reference this list as a guide to the documents you'll want to have available when you set up your plan.

  • Account login Information

  • Gross pay

  • Passive income from rental properties

  • Monthly, quarterly, and annual expenses

  • Medical expenses

  • Infrequent or uncommon expenses and purchase intervals

  • Most recent tax return

  • Annuity statements

  • Pension statements

  • Social Security statements

  • Savings and investment account statements

  • Savings and investment account balances

  • Mortgage balances, principal, and interest payment amounts

  • Annual dividend rates

  • Account growth rates

  • Account turnover rates

  • Debt balances, principal, and interest payment amounts

  • Insurance policies

  • Beneficiary designations

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