Data Gathering Checklist

Accurate data is the foundation of sound financial planning.

It allows us to have a comprehensive and detailed view of your current financial status, make informed decisions, and create a tailored financial plan that aligns with your unique needs and goals.

Please try your best to include actual statements, as screenshots may not provide all necessary information.

Checklist for financial planning preparation, divided into three sections: "Necessary to Begin Financial Planning" includes accounts like checking, savings, 401(k), and loans; "Would Be Nice to Have" lists documents like tax returns and insurance; "Helpful Add-Ons" suggests policies and legal documents like wills and trusts.

Struggling to find everything?

As we’ve said, accurate data is crucial to planning when it comes to finances.

If you would like help organizing or finding different pieces of data, feel free to schedule with your advisor and we can walk through it all together!