Documents Needed
Winter
Retirement & Cash Flow
- Social Security statements
- You can retrieve one by creating a my Social Security account
- Most recent W2 paystub or 1099
- Monthly average spending figures (e.g. Monarch Money)
- Mortgage Information
- Original balance, current balance, interest rate, loan term, principal and interest payment
- Other loan information
- Student loans statements, outstanding credit card balances
Spring
Tax Planning & Insurance Optimization
- Recent tax return with all schedules and statements
- Life, Disability Income, Long-term care insurance statements and in-force illustrations
- Property & Casualty Insurance declaration pages (e.g. home, auto, umbrella, & jewelry)
- Health insurance statements
Summer
Estate Planning & Assistance To Loved Ones
- Estate Documents
- Wills, trusts, living wills, power of attorney
- Legal Agreements
- Divorce decrees, separation agreements, and prenuptial agreements
Fall
Investment & Account Reviews
- Bank statements
- Checking, savings, CDs, and money market accounts
- Investment statements
- Brokerage accounts, retirement accounts, annuities
- Pension Estimates
- Equity compensation
- Grant statements with vesting schedules & owned share lots
- Other assets values (e.g. home value)