Financial Plan Document Checklist

Please review list of documents below. If the far right hand column is marked with an X we require the document to complete your financial plan. Please note that if you provide original documents we will return them to you at the time of our meeting.

Document Description	Comment	Required (X)	
Tax Returns	Most recent Federal and State
Returns, both personal and
Corporate (If applicable)	
X	
Pay stubs	A copy of your most recent
pay stub if applicable,	
X	
Social Security Statements	If available	X	
Budget sheet	Monthly living expenses	X	
Updated value of your home
and any rental properties	Please list property name and
current value.	
X	
Current Bank Statements	Cash account balances	X	
Current Mutual Fund
Statements Held outside of
FMN	At least 90 day current
statements	
X	
Employee Benefit Statements	401k/retirement plans	X	
Insurance Policies	Most recent statement, If FMN is not the agent of record	
X	
Loan Statements	Mortgage, student loan, car loans act.	
X	
Will and/or Trust	Most recent amendment	X	
Property & Casualty
Declaration Pages	Homeowners, auto, and
umbrella coverage information	
X	
Miscellaneous financial
documents	Anything helpful for us to
assess your current financial position