What Should I Bring to My First Consultation?

What should I bring to my first consultation?

 

  • A basic idea of your monthly expenses.
  • Your last six months of pay stubs (or proof of other income such as a social security award letter)
  • Your last six monthly bank statements for all of your accounts
  • Your last four tax returns.
  • Know the value of your property—how much your car or house is worth and the balance of any loans. You can use on line valuations such as Kelley Blue Book or Zillow as a starting point.
  • You should also be aware of:
    • Any money or property transferred to insiders, such as close relatives, in the last two years.
    • Any unique property you might own. Examples could include: a fraction of land inherited in another state, a personal injury law suit, inventory in a business, money people might owe you, and tax refunds.