Before you set financial goals about where you want to be in one, five, or twenty years, you must first understand where it is you are today. As Peter Drucker famously said, “you can’t manage what you can’t measure”. To help you get started, we have developed a checklist to assist you gather important data, documents, and statements for analysis.


Taking Inventory Worksheet
Download Now


Secure File Upload
Upload Now
Supporting Documents
  1. Investment, retirement, & savings account statements
  2. Recent Social Security statement
  3. First two pages of your most recent tax return
  4. Taking Inventory Worksheet

Topics from the Financial Impact Summit

Get Started