San Diego Financial Planner, What To Bring

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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