Companion
What to bring to your Planning Conversation
This is a checklist only — please bring documents to your appointment. Do not upload files here. Black out full account numbers. Never share passwords.
1. Income and Social Security
- Recent SSA statement (my Social Security)
- Pension estimate or award letter — note if the job did not withhold Social Security
- Pay stub or W-2 if still working
2. Accounts and investments
- IRA / Roth / workplace plan statements (401(k), 403(b), 457, TSP — split if easy)
- Brokerage statements with holdings when possible
- Annuity statements — note if already paying income or still growing
- Cash / CD summaries
3. Tax and household
- Most recent Form 1040 and schedules (for staff prep)
- Mortgage / HELOC / other debt statements
4. Protection
- Life insurance declarations or illustrations
- Long-term care policy summary (if any)
Default: bring items to your appointment. Secure upload is not available in this phase.
