What to bring to your Appointment

To help us be better prepared for our conversation, please consider providing documents in advance of our meeting.

Getting organized is often the first step to financial success.

Below you'll find a list of documents that will allow us to work together more efficiently. Please provide in advance of our meeting, when possible, and we will discuss at your next meeting for the items listed that are relevant to your financial life.  

PLEASE GATHER UP WHAT YOU CAN AND PROVIDE IN EMAIL OR BRING TO YOUR UPCOMING MEETING:

• Personal Assets and Investments
  • Bank Statements: Checking, Savings, Money Market, Certificates of Deposit, etc.  
  • Investment Statements: All pages
  • Stock Options and Stock Purchase Plan Agreements
  • Other Personal Assets and Investments
• Insurance and Annuity Statements
  • Life Insurance Policies
  • Long-Term Disability Policies
  • Long-Term Care Policies
  • Annuity Statements
  • Other Policies
• Liability Statements
  • Mortgage Statements
  • Home Equity or Line of Credit Statements
  • Other Loan Statements (i.e., Margin, Auto, Education, etc.)
• Retirement Assets
  • Company Pension Plan Statements
  • 401(k)/403(b) Plan Statements
  • SEPs/SIMPLE/Keogh Statements
  • IRA/Roth IRA Statements
  • Social Security Earnings and Benefits Estimate Summary (can access via: www.SSA.gov)
  • Summary Plan Description from Employer Provided Benefits
• Tax Documents
  
• Most recent Tax Return 
• W-2 or relevant payroll information
• Estimated Yearly Taxes
• Other, as needed
• Estate Planning Documents
  • Summary of Will
  • Durable Powers of Attorney
  • Health Care Proxies
  • Living Trusts or other Trust documents
• Business Owner Documents
• Buy-Sell Agreements
• Operating Agreement/Articles of Incorporation (as needed)
• Stock/Option/Bonus Plans
• Employee Benefits Plans
• Other

Please note: Bright Future Wealth Management and its Financial Advisors do not provide tax or legal services. Consult your personal tax advisor or attorney for matters involving taxation, tax planning and your attorney for matters involving personal trusts, estate and/or business planning.