Meeting Confirmation
I look forward to our upcoming meeting. You should receive an email confirming the date, time and method.
Below is a list of the information we may need for our meeting. If you are a NEW CLIENT, please take a few moments to complete the form at the bottom of the page as it will make our meeting more efficient.
Information Needed for a College Planning Meeting
Income Related:
- Federal tax returns
Parent’s W-2, Spouses’s W-2 & Student’s W-2
Child support payments made or received
Social Security benefits received
Asset Related:
- Current value of parent’s & student’s savings (checking accounts, savings accounts, CDs, etc.)
Current value of parent’s & student’s investments (stocks, bonds, mutual funds, 529 plans, etc.)
Current value of retirement assets (401k, IRA, 403b, pension, etc.)
Purchase price of home, year purchased, mortgage balance, home equity balance, mortgage payment
Value of other real estate owned, mortgage balance, year purchased, and original purchase price
Information Needed for a Retirement Meeting
- Copy of current retirement statements (401k, IRA, 403b, pension, etc.)
Copy of non-retirement assets (bank account, mutual funds, stocks, bonds, real estate & etc.)
Information Needed for a Tax Meeting
- Current tax documents (W-2s, 1099s, 1098s, charitable contributions, etc.)
Copy of previous year’s federal and state tax returns (new clients only)
Name, date of birth and SSN for all dependents (new clients only)
