subject: San Diego Financial Planner, What To Bring [print this page] What to bring to a meeting with a planner?
There are a number of documents you'll need to have on hand when you seek a financial planner. Here's a general list. Be prepared to answer questions regarding your age, current income, hobbies, goals, philosophy on money, groups you belong to, etc. Before you set up an appointment, find out if the FP has any benchmark for accepting clients, such as income levels. Ask them what they think an ideal client is so you see if you fit their mold.
Recommended Documents
Brokerage Statements
Bank Statements
Pay Stubs
Check Registers
Credit Card Balances
Mortgage or Loan Payment Books
List of Assets
List of Liabilities
Completed ExpenseWorksheet
Wills, Trusts, Healthcare Powers of Attorney, Health Care Proxy or Other Powers of Attorney
Business Agreements
Titles for Homes, Cars, Real Estate, etc.
Retirement Account Statements
Social Security Statements
Pension Benefit Statement and Booklet
Investment Statements
Listing of Available Investment Options in Investment and Retirement Accounts
Stock Options
Homeowner and Automobile Declaration Pages
Life, Disability or Long-term Care Insurance Polices
Business Liability, Director and Officer Insurance Policies
Tax Return
Tax Estimate for Next Return (e.g., Deductions, Credits, etc.)
List of Employee Benefits
For 10 more questions you should ask in the initial interview phase to ensure they are the right Financial Planner for you go to our website www.sandiegofinancialplanner.info and request the FREE E-Book 20 Insider Secrets to Finding the Best Financial Planner in San Diego
by: S Young
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