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As such, you’re gonna wanna be prepared to provide quite a lot of information.
What exactly should you bring with you to your first meeting with a financial planner?Lets explore.
Social Security Statement
It doesnt matter how old you are or whether youre collecting benefits.
you oughta provide a copy of your Social Security statement.
A Detailed Breakdown of Any Debt
Have the latest statements regarding any outstanding debts readily available.
Pay Stubs
Share your latest paystubs.
If youre self-employed and dont have pay stubs, disclose that information right away.
Insurance Policy Information
Do you have life insurance?
Your financial planner will be dedicated to gaining insights into your financial life and how to optimize it.
A List of Your Goals
Last but not least is a list of your financial goals.
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