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How to prepare to meet with a financial planner
Gather statements for all investment accounts.
Your financial planner will want to see how much you have saved, so gather the most recent statements for the following :
401 (k) ira 529 savings plan savings account checking account investment accounts
List your assets.
In addition to your investment accounts, your financial planner will want to know what assets you currently own.
Write down your list of the following : Your home other real estate your vehicles Create a debt profile. Your planner also needs to know what you currently have in debt.