Print Getting Organized – Getting Organized

Below, find a checklist of the most important files that you should assemble immediately. Knowing where these documents are and the contents of them will be critical in your calculation of Your Net Worth and Expenses & Cash Flow. These are also files critical for your Life Planning.

Organize Your Statements

Checking and Savings Accounts.
All individual and joint accounts that you have.

Retirement Accounts.
Include all IRAs, Roth IRAs, and 401(k) statements.

Non-Retirement Accounts.
For investments outside your retirement accounts.

Credit Card Accounts.
Include any gas or store credit cards.

Home Mortgages and Other Liabilities.
Include auto loans, student loans, etc.

Insurance Statements.
Life, disability, home, and car insurance policies.

Tax Returns.
State, federal, and supporting documentation.

Wills & Trusts.
Updated wills, trusts, as well as durable powers of attorney.

Kid’s Accounts.
Any savings and investment accounts started for your children.