DOCUMENTS/INFORMATION NEEDED FOR FINANCIAL PLANS
Copies of or recent statements from:

• Paystub(s), including any bonus/commission or other part-time income, if applicable
• All cash accounts (checking, savings, money markets, CDs)
• Social Security, (estimates/statements found at ssa.gov)
• Active 401ks, 403bs, IRAs, and ROTH IRAs, showing underlying holdings & the full list of investment options offered within the plan
• Any special retirement plan(s) (Pensions, Deferred Compensation Plans, etc.), including calculations for your desired retirement date
• Any annuities, brokerage accounts, employer stock plans, and individual stock holdings
• 529 Plans or any other college funds
• Health Savings Account(s)
• Employer Benefits Booklet/Summary (Group Term, Disability, Critical Illness, etc.)
• Medical Insurance information (Medicare, Group Employer Plan, etc.)
• Medicare supplement(s)/Plan letter(s), if over age 65
• Long-Term Care Insurance Policy
• Life Insurance Policy
• Auto, Homeowners, and Umbrella Policies, showing premiums and details of coverage
• Employer awarded RSUs, including vesting/grant schedule
• Mortgage, showing outstanding balance, interest, and monthly payments
• Personal loans (HELOC, auto, student loans, credit cards, etc.), showing outstanding balance, interest, and monthly payments
• Income Tax Return (Most recent year or 2 years, if one year is unusual)
• Wills, Trust agreements, Powers of Attorney for Property and Healthcare
• Investments in Crypto Assets
• Business agreements (Buy/Sell, Stock Options)
• Real Estate Tax statement
• Any other assets, liabilities, insurance or additional relevant data not included above