What to Bring to a Consultation


Your consultation with a Northwest Financial Advisors representative will be as unique as your needs. Although not required, your first appointment will be much more productive if you are able to gather the following: 

  • Recent statements for savings and investment accounts, including a list of savings bonds or other valuables 
  • Home ownership information including mortgage interest rate and balance 
  • Employer booklets describing all employee benefits 
  • List of insurance or policies, including life, disability or long-term insurance 
  • A driver's license or other government-issued photo ID 
  • Dates of birth and social security numbers for any beneficiaries 
  • Any documents related to estate planning 
  • A breakdown of monthly income and expenses 
  • A list of debts, including interest rate and amount owed 
  • A list of anticipated one-time major income scenarios such as an inheritance 

To schedule a no cost, no obligation consultation, contact us today. We look forward to being of service.