In Preparation for Our Review
Investments/401(k)s You Would Like Reviewed
- For retirement plans through work, we need a statement AND the list of funds available to you.
- For other outside investments, just a recent statement
- Can mail, fax, bring, or drop to secure, shared box.com folder
Insurance Policies You Would Like Reviewed
- Annuities, Life, Disability, Long-Term Care
- Personal Policies: Home, Auto, Umbrella, Boat
- Recent statement helpful, full original policy ideal
- Can mail, fax, bring, or drop to secure, shared box.com folder
- I utilize a third party for insurance reviews, but will redact personal information.
Recent Tax Return (helpful, not mandatory)
- Not mandatory, but this can be helpful for planning purposes
- Can mail, fax, bring, or drop to secure, shared box.com folder
Take Risk Questionnaire
- Comfort with market risk should be re-assessed periodically. Takes just 5 mins
- Click Here. One for each spouse is preferable.
Planning Updates, If Applicable, Time-Permitting
The following is helpful, but not mandatory. I recognize the time required. Any significant changes to
- budget/monthly expenses
- pension projections
- debt amounts
Alyssa's Team
Cheryl Klim
Mary Beth Hillson
Cheryl Klim