- Financial Planner To Do List -

You did the responsible thing and made an appointment with a financial planner or you’ve already met with them. Now you have a mile long "to do list." When are you going to have time to put those statements together, track your expenses and add/or change the beneficiaries on your bank accounts, investment accounts and retirement accounts?

Well, here’s some good news. You don't have to find the time, because I'll do it for you.

Give me copies of your statements and I'll organize, summarize and prepare them for your financial planner. Download your expenses from your bank and/or credit card accounts and I will organize them and summarize where your money is being spent. While I'm organizing your statements, I can also contact the banks to identify what will be needed to change or add beneficiaries to your accounts.

If you would like help completing your financial planner’s pre-meeting or action "to do list," please reach out to me. We can discuss how I can help you change that "to do” to a “done.”

Accounts that may need to be changed:

  • Brokerage accounts
  • IRAs and 401Ks
  • Bank accounts
  • Life Insurance
  • Annuities
  • HSAs

Accounts that may need to be summarized to track spending:

  • Bank accounts
  • Credit card accounts
  • Brokerage accounts