In Preparation for Our Review

• 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

• 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.

• Not mandatory, but this can be helpful for planning purposes
• Can mail, fax, bring, or drop to secure, shared box.com folder

• Comfort with market risk should be re-assessed periodically.  Takes just 5 mins
• Click Here.  One for each spouse is preferable.

The following is helpful, but not mandatory. I recognize the time required.  Any significant changes to

• budget/monthly expenses
• pension projections
• debt amounts

Download Budget Worksheet