Items to bring for Financial Planning
There are a number of documents you will need as part of the financial planning process. Below is a general list of items to begin gathering. Financial Statements Checking and Savings accounts, including CDs Retirement accounts: 401(k), Traditional and Roth IRAs, 403(b), 457 plans Investment holdings: Stocks, Bonds, Notes Receivable, Mutual Funds, Crypto-currency, directly-owned interests