Amy Cook , CDFA™, CFP®
 Financial Advisor

CONNECT

Address:

1875 South Grant Street, Suite 750
San Mateo, CA 94402

Phone:

(650) 389-1031,,Toll-Free:, (800) 377-2374 x145

Fax/Other:

(650) 349-0363

What to Bring

We recommend that you bring the following to your initial meeting with Amy: 


Expense sheet (Click here for example)


Complete list of assets and liabilities 


Employee benefits manual(s) or statement


Savings and/or checking account statements 


Investment account statements


Copy of last year's tax return


Paycheck stubs for last month


Personal retirement account statements and information ( IRA's, 401(k)'s, Pensions, etc.)


Social Security statement(s)


Insurance policies/statements (Life, Disability, Long Term Care, Homeowners, Personal Liability, Auto)


Copy of will, estate plans and/or trusts 


List of any expected cash windfalls (Inheritance, gifts, royalties, bonuses, etc.)


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


03/15