Your First Meeting

Materials to Bring to Your First Meeting

Financial guidance is best given when we have a good understanding of your personal goals and objectives, fears and concerns, and dreams and aspirations. The more we are able to learn about you, the better able we are to plan for your future financial success. We would like to know the details of your personal assets, investments, pensions, and real estate. Below is a list of the documents and information that we would like you bring to your first meeting with LifeFirst Financial if possible:

  • The names and contact information of individuals who provide you with advice related to your finances (attorney, accountant, banker, insurance agent, and so on)

  • A rough outline of your monthly expenses

  • Money market statements

  • Employment benefits description

  • Most recent IRS tax return

  • 401(k) statement (most recent)

  • 401(k) choices/selections

  • Pension information

  • Recent statement of all open credit cards accounts

  • CDs' maturity dates
  • Currently held stocks and number of shares

  • Brokerage account statements

  • Face amount of Series E, EE, and HH bonds

  • IRA statements

  • Latest declarations page from auto, homeowner's/renter's, disability insurance

  • Life insurance policies and most current annual statement

  • Long-term care policies

  • A copy of your will/trust

  • Your spouse or any other person with whom you will be making financial decisions

What to Bring: For your convenience, this link will provide you with a PDF checklist including the above information.