In order to update your financial model we maintain for you we need you to send us the following documents for our review at least one week prior to your meeting with us or we will have to reschedule so our team has time to prepare:

1.  Values on checking and savings accounts (i.e. bank statements)

2. Most recent quarterly statements for investment accounts that we do not manage and service for you(i.e. 401(k), IRA, Brokerage, etc.)

3. Copy of your most recent monthly mortgage statements

4. Copy of most recent income statements (social security, pay stubs, etc.)

5. Copy of last years Federal and State Income Tax Returns & K-1s

6. Amounts, interest rates, and payments made on any outstanding debts

7. If Applicable: Year-to-date Profit/Loss statement and Balance Sheet

Feel free to upload any other documents you feel would be pertinent for your meeting.