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What to Bring to Arbor
Financial Meetings
|
APPOINTMENT
|
WHAT
TO BRING |
| Tax
Preparation |
Mail
in Organizer filled out (as best you can) so that we have it in
the office a week prior to tax appointment. Please allow 3
business days for US mail to do its thing. Also include
COPIES of W2's (from wages), 1099's (from banks, brokerage,
contracted services), K-1 (from partnerships & estates), and
Quicken printouts if you have them. Please bring ORIGINALS
of the above with you for the tax appointment.
|
| Amended
Taxes |
Original
Tax Returns, supporting documents
|
| Tax
Projection & Planning |
Tracker
& Archives, most recent pay stub w/YTD info & gross,
receipts/expenses from self-employment
|
| Portfolio
Analysis/Asset Allocation |
Tracker
& Archives, Statements for: Brokerage accounts, bank accounts,
mutual funds, retirement accounts, list of debts such as: credit
card balances, mortgage and home equity loan balances, car loan
balances, etc.
|
Record
Keeping/Budgeting
Quicken Training |
Tracker
& Archives, Bank, Investment & Credit Card
statements, check register, Quicken File back-up disk, house
closing papers, blank disk. If you computer is Mac, please bring a
printout of all your revenues and expenses by category.
|
| Insurance
Review |
Tracker
& Archives, Actual policies for life, health, disability,
homeowners, auto, etc. Employee benefits handbook
|
| Estate
Planning/Wills |
Tracker
& Archives, Copy of present will & trust agreements.
Name & addresses of family members. Names of guardians
& executor
|
| Financial
Planning/Goal Setting |
Tracker
& Archives, 5 year plans, goals & objectives
|
| Investment
Strategy/Review |
Tracker
& Archives and copy of latest statements from sources other
than Schwab
|
| Year
End Tax Planning/Update Financial Plan |
Tracker
& Archives, most recent pay stub w/YTD info & gross
receipts/expenses from self-employment.
|
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