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46 point financial planning checklist

Financial Planning Documents Checklist 2026

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The document is a checklist for financial planning, outlining the necessary documents required to create a comprehensive financial plan. It emphasizes the importance of confidentiality and requests copies of various financial documents from both partners, including income statements, liabilities, expenses, insurance information, and legal documents.

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Click ‘Get Form’ to open the Financial Planning Documents Checklist in the editor.
Begin by filling out the 'Income' section. Provide details for each income source, including salary, investment accounts, and any other income streams. Ensure you have the necessary statements ready for upload.
Next, move to the 'Liabilities & Expenses' section. Here, list all mortgages, loans, and any other financial obligations. Attach relevant statements and documents as needed.
Proceed to the 'Insurance Statements' section. Include details about life insurance, medical coverage, and any other policies you hold. Make sure to attach beneficiary designations where applicable.
Finally, complete the 'Legal Documents' section by uploading your previous income tax returns, wills, and any business balance sheets or trusts that are relevant.

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