Meeting
Checklist Print
this form out and use it to prepare for our first meeting.
You can either make copies or bring along
a list of your investments.
Savings &
Checking Account Balances
Government
bonds, treasuries and corporate bonds
Certificates
of deposit; include interest rate and maturity date.
Stocks
you own and copies of any dividend reinvestment plans you participate
in.
Savings
bonds with current value
Mutual
funds and copies of recent statements for each fund
Annuities
and copies of how they are invested
Mortgages
held; interest rate and term
Individual
retirement accounts; include copies of each IRA and your company
(401-k,457b, etc.) retirement plans
