Financial transition planning clients

A common question is what to bring to an initial meeting. The following is a good start.

  • Net worth statement showing assets and liabilities for spouses as well joint items.
  • Recent pay stubs
  • Copies of the most recent tax returns and Notice of Assessments (last 3 preferable)
  • Family cashflow requirements (budget) and large one time items planned
  • Correspondence from employer regarding severance amounts ( if applicable)
  • Pension entitlement details (if applicable)