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Goals and Objectives

  1. What Investment Planning Goal(s) do you plan to accomplish during your meeting?
    • Retirement
    • Future Purchase
    • Education
    • Home Purchase
    • Other___________

  2. What individuals will be participating in this process?
    • Yourself
    • Your Spouse
    • Other Family Members ______
    • Business Partners
    • Others _____

What to Bring

  1. Demographic Information:
    • Age, Dependents, Employment, Business Ownership, etc.

  2. Copy of your last Investment Plan (If applicable)

  3. Financial Documents:
    • Retirement Plan Statement(s)
    • IRA Statements
    • Social Security Statement
    • General Investment Account Statement
    • College Savings Account Statements (529, etc.)
    • Bank Statements (Specifically Savings or CD)
    • Health Savings Account or Montana Medical Care Savings Account Statements
    • Life Insurance Policies

  1. Listing of Assets:
    • Home
    • Cars
    • Mortgage
    • Business Assets
    • Other __________

  2. Debt
    • Mortgage
    • Student
    • Auto
    • Boat/RV/ATV
    • Other Property (Second Home, Lake Cabin)
    • Home Equity
    • Credit Card
    • Other _________

  3. Income and Benefits
    • Recent Pay Stub
    • Last Tax Return
    • Employee Benefits (Life Insurance, Flex Plan, Employer Matching Formula, etc.)