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(s)

  • Annuity statements

  • Pension statements

    • Summary Plan Document (SPD)

  • Social Security statements

  • Account Statements

    • Bank accounts

      • Checking accounts

      • Savings accounts

    • Retirement accounts

      • Account growth rates

    • After tax brokerage accounts

      • Account growth rates

      • Annual dividend rates

      • Account turnover rates

    • Educational Savings Accounts

      • Account growth rates

    • Health Savings Accounts

      • Account growth rates

  • Mortgage balances, principal, and interest payment amounts

  • Debt balances, principal, and interest payment amounts

    • Credit cards

    • Student loans

    • Auto loans

  • Insurance policies

  • Beneficiary designations

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