Carnegie Investment Counsel Blog

 

Financial Advisor Meeting Checklist: 15 Documents to Bring to Your Meeting

Posted by Gary Wagner on Nov 19, 2019 11:15:00 AM

 

Financial-Advisor-Meeting-Checklist-What-Documents-Should-I-Bring

 

What Should I Bring to My Meeting with a Financial Advisor?

We created this financial advisor meeting checklist to help you get ready to meet with your advisor. Some of these items may not apply to your particular situation. Simply use this financial advisor checklist of documents to guide you as you prepare. 

  • Investment account statements
  • Retirement account statements including 401(k) and 403(b) accounts
  • Pension estimates, if applicable
  • Annuity statements
  • Life/Long-term care/Disability insurance policy information
  • Home values and information on any real estate holdings
  • Mortgage information
  • Student loan statements
  • Value or appraisal of any significant personal property like boats, automobiles or jewelry
  • Business valuations (if you own your own business)
  • Stock option plans
  • Social Security statements
  • In doubt about an item? Bring it along. We can help you sort through the details. 

 

Bonus: Consider these two items prior to meeting with an advisor. Writing out and sharing your thoughts would be helpful.

  • How would you describe your risk tolerance as it relates to investing?
  • What do you want to achieve with your financial assets? What is most important to you?

 

 Questions? Call us at 800-321-2322

info@carnegieinvest.com



Financial Advisor Meeting Checklist

Looking for an easy to print version of our checklist? Use this version below. Financial Advisor Meeting Checklist_ 15 Documents to Bring to Your Meeting

 

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Topics: Financial Planning

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