These documents help us to reach our overarching promise to help you navigate your overall financial picture. (Click on the links below to retrieve the forms)
1) Copies of the following Documents:
- Most Recent Tax Returns
- Recent Statements for non-LPL investment accounts
- Employer 401K/403b, Simple/SEP, or Pension Statement(s)
- Current Paystub(s)
1) Client Review Worksheet: This will help us review the questions you are looking to have answered and guide out meeting together.
2) Expense Worksheet: Fill in with either your monthly OR annual expenses. Email to Randi at email@example.com before your meeting.
3) Document Checklist: Checklist of additional documents to assemble and bring to your meeting.