How to Prepare Your Financial Documents for Your First Financial Planning Meeting with a Fee-Only Durham, NC Financial Advisor

If you are planning to meet with a Fee-Only Financial Planner, you may be a bit uncertain as to what to expect and what you’ll discover about your financial status today and in the future.  To ease your mind and make the best use of your time together, there are some standard pieces of documentation that you should bring with you.  Coming prepared to the first meeting will enable your Financial Advisor to get a clear initial overview of your financial health.

Here are the most important  financial documents to bring to your first Durham, NC Financial Advisor Meeting:

  • Payroll stub for self and spouse
  • Employee benefits
  • The most recently filed tax return
  • Checking and savings account statements
  • Credit card statements
  • A recent brokerage statement, or list of accounts and their relative values
  • A 401(K) statement
  • IRA accounts
  • Stock options
  • Insurance policies
  • Annuity policies
  • Social Security benefit estimates for self and spouse
  • Wills, trusts and other estate planning documents

Other Pertinent Information for Your Financial Planning Meeting:

  • Your most important financial goals now and in retirement
  • Your projected future income
  • Your current and future needs
  • Any projected expenses
  • Your assets and liabilities
  • The number of dependents you are responsible for
  • Any possible health or external issues that may impact your finances

I hope this article has helped you to prepare for your first consultation with a financial planner.  If you are looking for a fee-only financial planner located Durham, NC please book a consultation meeting with me.  I would be delighted to help you work towards your financial goals.

Located in Durham, NC, Integrated Life and Financial Planning is an independent financial services firm founded by Jerry Bergner, AAMS CMFC. As a Durham, NC, Financial Planner, Jerry’s mission is to help you work toward the life YOU envision for yourself and those you care about. If you need help in clarifying that vision, he can work with you on that as well! Book a consultation meeting today.