Initial Meeting Checklist

If you do not have these, or cannot gather them in time, DO NOT WORRY, we can work with what you can bring during the first meeting.

  • Three last years of income tax statements.
  •  6 Months of Pay Stubs.
  •  Collection Agency Statements.
  •  Medical Bills.
  •  Mortgage Statement(s).
  •  Property Tax Statements and Association Dues.
  •  Proof of Insurance (Declaration pages) for auto, home, life, annuity.
  •  Pension, 401(k), IRA and investment accounts.
  •  List of Stocks and Bonds.
  •  List of valuable personal items (furs, jewelry, guns, antiques).
  • 6 Months of Bank Statements.

 

We look forward to meeting you.