The more information we have about your finances the better we will be able to advise you. Below is a list of items that we recommend we bring with you.

• A few of your most recent paystubs.
• If you receive unemployment compensation then a statement showing your weekly benefits.
• If you receive social security then we need to know your monthly benefit.
• A copy of your most recent tax return. (Ideally we would prefer you bring your two most recent).
• Any other type of income you receive from any other sources.
• A list or your monthly expenses for the following items:
  • Mortgage/Rent;
  • Property Taxes & Homeowner’s insurance (If not included in your mortgage payment);
  • Gas & Electric;
  • Water/Sewer/Garbage;
  • Cable & Internet;
  • Home phone;
  • Cell phone;
  • Auto insurance;
  • Renter’s insurance;
  • Life insurance;
  • Car payments;
  • Medical Expenses;
  • Food, clothing, and other household items;
  • Secured Debt (boat, camper, furniture, appliances).
• A list of your total outstanding debt for the following items:
  • Mortgages;
  • Vehicles;
  • Furniture, Appliances, Electronics;
  • Unsecured Debt (Credit cards, medical bills, personal loans, student loans, etc.).
• A list of your property and its value for the following items:
  • Mortgage (usually can be found on your property tax statement).
  • Household goods: furniture, appliances, electronics, silverware, dishes, etc. (Items do not need to be listed individually)
  • Vehicles you own free and clear (including but not limited to: cars, trucks, motorcycles, ATV’s, campers, etc.).
  • Jewelry (Wedding rings, engagement ring, necklaces, watches, rings, bracelets, etc.)
  • Antiques & collectible items
  • Designer clothing, purses, handbags, etc.
  • Bank Accounts (Indicate whether checking or savings & average balance)
  • The provider and cash value of any whole life insurance policies.
  • The cash value of any retirement accounts (401(k), IRA, 457, 403(b), etc.
  • Any other property of significant value not already listed.