Disclosures
Gather as much as possible
Meet with Blue Diamond Financial Solutions
1. Contact Info
Cell phone numbers
E-Mail addresses
Mailing address
2. Family Information
Full legal names and birthdays of all children
Copy of your driver's license
3. List All Debts
(credit cards, car payments, leases, personal loans, home equity, etc.)
Current balances(most recent)
Interest rates(most recent)
Minimum payments(most recent)
4. Insurances
*Bring in your policies
Homeowner’s
Auto Policy
Health/Long Term Care
Life Insurance Policies
Group Coverages
5. Banking/Investment Statements
*Bring most recent statements for:
Checking, savings, IRA’s, mutual funds, retirement accounts, annuities, etc.
6. Income Information
Employer’s name & address
2 most recent pay stubs
Last year’s W-2’s
Last year’s income tax returns
Social Security estimates
Pension income
Military income
7. Housing/Rental Information
Present value of home
Current mortgage statement & balance
Property taxes
Monthly rental expense
8. Estate Planning
Name of Attorney
Will & Trust documents
Beneficiary designations
CPA or Tax Accountant
9. Businesses Owned
Names & Addresses
Plan documents
401k, SEP IRA’s, etc.
Name of Accountant