Prepare for Your Meeting with Stonewater Financial

To provide you with the most personalized and effective financial guidance, we ask that you submit the following documents before your scheduled meeting. This information will help us gain a comprehensive understanding of your financial situation and allow us to tailor our recommendations to your specific needs.

Required Documents:

Personal

Full Name (required)

Email Address (required)

Date of Birth

Gender

Marital Status

State of Residence (required)

Medical Concerns to Report

Family

This includes children and their spouses(if applicable), grandchildren, parent and other.

Dependent Name

Gender

Date of Birth

Relationship to Client

Medical Concerns to Report

Dependent Name

Gender

Date of Birth

Relationship to Client

Medical Concerns to Report

Dependent Name

Gender

Date of Birth

Relationship to Client

Medical Concerns to Report

Your Team

Name of Your CPA

Name of Your Estate Attorney

Your Financial Information

Annual Household Income

Savings Account Balance

Retirement Account Balance

Brokerage Account Balance

Pension Account Balance

Other Asset Value (i.e Property)

Credit Card Balances

Mortgage Debt

Other Debts

Documents

Savings and Checking Account Statements
Recent statements from your bank accounts.

Brokerage Account Statements
Statements for all brokerage accounts.

SEP IRA, IRA, and Roth IRA Statements for the previous year
For any outside retirement accounts.

401(K), 403(B), Pension Statements
Include statements for any retirement plans.

Prior Years Tax Returns
Personal and business tax returns for the last year.

Benefits Enrollment Packet
Include your most recent paystub and benefits enrollment details from your workplace.

Insurance Declaration Pages
Auto, home, and renter's insurance declaration pages.

Life Insurance Documents
Include cash value statements and declaration pages.

Long Term Care Plans

Disability Insurance

Life Insurance

Annuity Statements
Statements for any annuity products you hold.

Budget Planning Software Reports
Provide balance sheet and cash flow reports.

Current Credit Card Statements
Most recent statements from your credit card accounts.

Please leave this field empty.

Why this information matters:

By sharing this information, you enable us to fully understand your financial landscape, ensuring that our advice is both accurate and aligned with your goals. Our goal is to create a comprehensive financial strategy that supports your future, and having all the pieces in place is key to achieving that.

We look forward to helping you on your financial journey.

Prepare for Your Meeting with​ Stonewater Financial

Required Documents:

Personal

Family

Your Team

Your Financial Information

Documents

Why this information matters:

Prepare for Your Meeting with Stonewater Financial