Essential Documents To Keep Your Financial Life Organized
In the beginning of the planning process, I work closely with clients to gather documents necessary to get a clear picture of the clients current financial position. Without copies of all available documents, I wouldn’t be able to create a comprehensive financial plan. Clients pay me for my time, so the longer it takes to collect and organize these documents, the longer it takes formulate a plan. If you plan on working with a legitimate financial planner, they should be asking for a large list of financial documents. I thought it would make sense to share this data gathering checklist because it is essential for planning purposes but it is also important that you maintain these records for yourself.
Click this link to download your copy of my checklist to get your financial life organized.
If you find this list overwhelming or helpful, reach out to me and let me know. I’d love to hear any feedback about my efforts to help my community. Send me an email at ryan@if-money.com or book a call.
I hope you enjoy!
Fiduciary Mission
At Integritas Financial, we are committed to providing fee-only, fiduciary financial planning services that are tailored to the unique needs of young professionals, particularly millennials. Our experienced planners work with you to develop customized financial plans that address key areas such as estate planning, trusts and wills, retirement, workplace benefits, education funding, student debt, and buying a house.
We believe in transparent, client-focused service that puts your financial goals at the center of everything we do. As a fiduciary firm, we are dedicated to acting in your best interests, and we never sell products that charge commissions to clients.
Our goal is to help you achieve a stable and prosperous financial future by providing comprehensive financial planning services that are tailored to your individual needs. Whether you're just starting out in your career or you're already well-established, we can help you navigate the complexities of financial planning and create a roadmap for success.