Prepare For Your Consultation

What to Bring to Your Consultation

The following is a list of documents you should bring to your free consultation:

  • Income tax returns for the last two years
  • Most recent paycheck stub
  • Current mortgage statement
  • List of creditors with balances owed and/or copies of current billing statements
  • List of bank accounts with account numbers and balances
  • Most recent statements from all retirement, stock and mutual fund accounts among others
  • Health insurance information
  • Information regarding child care expenses