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Let’s get organized!

To advise you best, we must take a comprehensive look at your financial situation. This can only be accomplished if you provide complete statements (not screenshots) of the following documents.

Please use the link below to send these to me securely. You can also find this link in my email signature. Never attach sensitive financial documents to an email.

  • Company Plan Statements (i.e., 401k, 403b, 457, etc.)

  • All Other Investment Account Statements

  • Debt Statements (mortgage, HELOC, auto loan, etc.)

  • Life Insurance and Long-Term Care Insurance Statements

  • Recent Tax Returns - all pages for two years

  • Recent Pay Stubs

  • Estate Documents (i.e., Will, Trust, POA)

  • Social Security Statements from SSA.gov (if 50+)

Send me a file

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Download our Document Checklist

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A document checklist from Oakleigh Wealth Services listing various financial documents, including bank statements, income tax returns, investment account statements, real estate documents, debt statements, insurance policy statements, employee benefits information, and estate planning documents.