In preparation of your first meeting with a team member from Diverse Financial Partners, we kindly ask that you gather as much of the following information as possible:
Any and all information about current life insurance holdings. This includes work and personally owned insurance that you may have. Please find out what your coverage amount and monthly cost is.
Any and all information about assets. This includes your mortgage information (balance, interest rate, year purchased); retirement account information (monthly contributions, employer match, old account information); bank and investment account information (balances, contribution amounts).
A good idea of your monthly income versus expenses (budget). If you do not currently keep a budget, feel free to use our basic budgeting worksheet for this portion, and have it ready for our appointment.