Digging Deep on Your
Financial Situation

We don't hand you a batch of forms to fill out about your financial situation. Instead, we analyze what you already have in written format to help gain a clear picture of your financial situation. You will become accustomed to us asking you for documentation on certain issues as we work together. You will also come to know in some cases that we have some things on file for you should you need them for other reasons.

The following is a list of documents we find helpful in financial planning for our clients, particularly as we begin a relationship:

• Investment statements
• Recent tax return
• Estate planning documents such as wills, trusts, and powers of attorney
• Insurance statements and policy information
• Recent bank statements
• Social Security Statement
• Budget or expense information