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)