Financial Planning Items Needed

Please provide the following documentation securely using the Citrix ShareFile upload link that you received via email. If you did not receive a link, please contact us to request one. Feel free to upload items as you have them rather than all at once and reach out at any time with questions or updates to your timeline.

Financial planning questionnaire

Income documents

  • Recent paystubs and/or W-2s
  • Social Security statements
    • Access online at or paper statements are mailed every 5 years beginning at age 25
  • Details of other significant income (business, rental, bonus/commission, etc.)

Recent statements for assets and liabilities

  • Bank accounts (Checking/savings/money market/CDs)
  • Investment accounts (529s, non-qualified, qualified, and employer-sponsored)
  • Mortgage, Auto loans, and any other loans or lines of credit
  • Credit card statements if the full balance is not paid monthly

Protection policy details

  • Life insurance
  • Disability Income (DI) insurance
  • Long-term care
  • Employer benefit elections

Expense and cash flow information

  • Budget
    • Use the simplified template in the questionnaire or you can provide your own budget template
  • Savings and retirement contribution details
    • 529 or other savings contributions
    • IRA or employer-sponsored retirement plan contributions
    • Employer contributions, matching, etc.