11.2.1 Information needed to plan


  • Start with accurate information. Set aside some time to gather all your records. When you have your information organized, you'll be able to make a better plan. A large accordion file will help you keep organized through the year.
  • If you work with a financial professional, bring a summary of the information when you meet.

A financial plan needs information about your current financial situation. Start by gathering as much of your financial information as you can. Estimate anything you don't know, and update the figures later. To start with, you will need information on:

To fully review your current situation, you will also need information on wills, powers of attorney, income taxes and insurance policies. These are discussed in other sections of the Financial Toolkit.

Page details

Date modified: