Items Needed For Your Consultation

Please bring the following items to facilitate a thorough review of your financial situation:

• Paycheck stubs from the current month to the date of our appointment or all statements of monthly income from social security and/or pensions;
• Paycheck stubs from the entire six months prior to the current month;
• Income tax returns from the past four years (if you were not required to file for any of those years, then bring your W-2 statements);
• Photo Driver's License or State ID;
• Social Security Card;
• Most recent statement from each of your bank accounts (including accounts in the name(s) of your children under the age of 18);
• Copy of your most recent mortgage/promissory note statement showing the current balance due and the principal, interest and escrow payment amounts;
• Copies of each of your utility bills, phone bills, cell phone bills, etc.;
• Copies of the loan papers on any item you are purchasing like your car or furniture, etc.;
• Copies of all credit account statements (credit cards, personal loans, medical bills and collection letters);
• Copies of the titles of any property you own;
• Paperwork from any law suits filed against you.

Information provided by Derrick B. Hager - Attorney at Law