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INITIAL MEETING CHECKLIST
• Most recent monthly financial statements detailing any holdings
outside of Raymond James (securities, stocks, bonds, ETFs, mutual
funds, etc). This includes retirement accounts as well as non-
retirement accounts in single and in joint name.
• Pension estimate
• Most recent Social Security statement for both you and your
spouse. This can be requested by creating a log-in at
www.ssa.gov.
• Most recent paycheck stub.
• Statements for any personally owned life insurance or disability
insurance policies
• Summary of any debts, including credit cards, mortgages, auto
loans, school loans, personal loans, etc.
• Summary of any real estate holdings outside of primary residence.
• Copies of wills, medical directives, powers of attorney and trust
documents, if established.
• Monthly and/or annual budget numbers.
• Copies of the declaration pages for property insurance (home,
rental properties, vacation home, etc), flood insurance, auto
insurance, and umbrella / liability insurance coverages.
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