Financial Planning Document Checklist

Recently someone in the office asked if we had a list of needed or handy documents for Financial Planning.  Ahhh.. No…

A post topic is born.Finanicial Planning Doc

Financial Planning Document Checklist

  • Tax Return
  • Estate Documents (Will, Trusts, Power of Attorney)
  • Life Insurance Policies
  • Company Benefit or health coverage information
  • Liability Insurance (Homeowners, auto and other)
  • Retirement Plan Documents and statements (401k, SEP, IRA …)
  • Pension Plan Documents
  • Social Security Benefit Statement
  • Option, RSU or Other specific company benefit
  • Investment Documents
  • College Savings Plans

While not exhaustive, this is a terrific start to the most handy and needed Financial Planning Documents!

Have a Great, more Financial Planning Organized, Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.

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