- Cash Flow Worksheet (Document)
- Income Offer Letter(s) & Equity Options (if applicable)
- Previous Year's Tax Return
- List of Assets & Liabilities
- Checking/Savings Account Balances
- Employee Handbook(s) & Benefit Manual(s)
- Investment Account Statements (401(k)s, Pensions, IRAs, Non-Retirement)
- Social Security Statement(s)
- Insurance Policies (Life/Disability/Long Term Care)
- Copy of Will/Trusts/Estate Plans