Uploading and Syncing

Documents to upload to the Vault in the planning portal:

Please upload the most recent of each of the following:

• Investment account statements
  • Retirement accounts (including your 401k or other plans through work)
  • Brokerage, stock, mutual fund, ETF accounts
    
• Tax return, include W2s, 1099s, and business return(s)
• Social Security Statement(s) (find those here)
• Loan information
  • Mortgage statement(s)
  • Student loan statement(s)
  • Car loan statement(s)
  • Credit card statement(s) (especially if balance isn't paid off each month)
• Insurance information
  • Life insurance policies (include personal and through employer)
  • Disability insurance policies (include personal and through employer)
    
    

Please sync the following accounts in the planning portal:

• Investment accounts, including employer plans such as a 401(k)
• Checking and saving accounts
• Loan accounts (mortgage, student loans, car loan, credit card, etc)
• Do NOT sync your business accounts

You can email Nicole with any questions.

After uploading and syncing, you can schedule a 30 minute information review session here. Zoom is preferred. 😁