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What We'll Review Thumbnail

What We'll Review


  • Current & expected income & sources of income
  • Current & future estimated monthly living expense
  • Current assets (Ex: Bank Accounts, Investment Accounts, Real Estate, Retirement Accounts / 401k - contribution rate? employer match?)
  • Current debt/liabilities (Ex: Mortgage, Credit Cards, Car Loans, Student Loans)
  • Current insurance policies (Ex: Health / Dental / Vision, Life, Disability, Homeowners, Auto, Liability, Long-Term Care)
  • Current annuity detail
  • Current dependents and individuals you are financially responsible for
  • Current estate planning detail
  • Any philanthropic intentions
  • Any large expected expenditures (cost / timeframe / frequency)
  • Tax filing detail and status
  • CPA and estate planning attorney detail