[header] How to prepare to meet with a financial planner [title] Gather statements for all investment accounts. [step] Your financial planner will want to see how much you have saved, so gather the most recent statements for the following : [substeps] 401 (k) ira 529 savings plan savings account checking account investment accounts [title] List your assets. [step] In addition to your investment accounts, your financial planner will want to know what assets you currently own.
[header] How to prepare to meet with a financial planner [title] Gather statements for all investment accounts. [step] Your financial planner will want to see how much you have saved, so gather the most recent statements for the following : [substeps] 401 (k) ira 529 savings plan savings account checking account investment accounts [title] List your assets. [step] In addition to your investment accounts, your financial planner will want to know what assets you currently own.
Identify the items you do own and identify those that your financial planner wants to inspect. [substeps] List these with a cover letter included in the package. Therefore, list all the things you have that you are currently using to earn money. Examples include cash, fixed assets, stocks, and bonds. Write down your list of the following : [substeps] Your home other real estate your vehicles [title] Create a debt profile. [step] Your planner also needs to know what you currently have in debt. You should write down all your secured assets, such as stocks, bonds, or real estate. Or list the items that you use to fund your other investments.