Actually we like to say nothing is required, but the more information we have, the more productive our work together will be.
We can be especially extra productive with big fat documents and lots of fine print. Think tax returns, insurance policies, annuity contracts, Qualified Domestic Relations Orders, and employee benefits manuals, to name several.
We are fast readers and we LOVE fine print!!
Our suggested list of documents to submit can be found at: https://www.hollydonaldsonfinancialplanner.com/wp-content/uploads/2023/03/2023_Document_Checklist-SuggestionsForMeetingWithHolly.pdf