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What to include in your financial checklist
An important part of achieving financial security is being organized when it comes to your financial and personal information. Having access to key contacts and financial information is important, especially during stressful times, such as in a case of emergency or in a life-changing situation.
To help you organize your financial and personal information, please update the information on this checklist and store it in a safety deposit box or other secure location. This information is also helpful when meeting with a financial advisor and to use when building your net worth statement.
Financial checklist
Financial information | Checklist items |
|---|---|
Key contacts |
|
Banking | Include up-to-date statements:
|
Income |
|
Investments | Include the following up-to-date statements:
|
Pension and benefits |
|
Insurance | Including the following up-to-date policies:
|
Legal |
|
Other important documents | Include copies of the following:
|
Next steps
Establish a safe place to keep this document, such as a safety deposit box, in case your home is compromised. Keep in mind that this document is only useful if it contains updated information – consider reviewing and updating it annually.
For additional information on how you can work towards helping to secure your financial future, please book an appointment with an investment professional.
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