Financial Planning Document Checklist

Recently someone in the office asked if we had a list of needed or handy documents for Financial Planning.  Ahhh.. No…

A post topic is born.

FINANCIAL PLANNING DOCUMENT CHECKLIST

• Tax Return
• Estate Documents (Will, Trusts, Power of Attorney)
• Life Insurance Policies
• Company Benefit or health coverage information
• Liability Insurance (Homeowners, auto and other)
• Retirement Plan Documents and statements (401k, SEP, IRA …)
• Pension Plan Documents
• Social Security Benefit Statement
• Option, RSU or Other specific company benefit
• Investment Documents
• College Savings Plans

While not exhaustive, this is a terrific start to the most handy and needed Financial Planning Documents!

Have a Great, more Financial Planning Organized, Day!

John A. Kvale CFA, CFP

^{_{Founder of J.K. Financial, Inc.}}

^{_{A Dallas Texas based fee only}}

^{_{Financial Planning Total Wealth}}

^{_{Management firm.}}

^{_{www.jkfinancialinc.com}}

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