What to bring to an Appointment

What to bring to an appointment:

1. List of assets & current values.

2. List of debts - balances and payments

3. Employee Benefit Plans 4. Pension Plan Info, 401(k) Statement, IRA Statements

5. Tax Return (most recent)

6. Life & Disability policies

7.. Paycheck stubs or statement

8. Latest Will and/or Trust