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Financial Information Checklist
Goal Definition Worksheet
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Investment Profile Questionnaire
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True Costs of a One-Income Family

Financial Information Checklist
As you create a budget, calculate your net worth and create a financial plan, it’s important to locate and organize your key financial documents. Make sure at least one other family member is familiar with your organization system as well, in case of an emergency.  

Use these categories to group your financial paperwork:


  • Life insurance
  • Health insurance
  • Disability insurance
  • Auto insurance
  • Home insurance
  • Additional (long-term care, Medicare supplement, etc.)  

Savings and investments

  • Retirement accounts (include your yearly Social Security statement)
  • College savings vehicles
  • Savings account statements
  • Additional investments  
  • Checking accounts
  • Bank statements 
  • Check duplicates
  • ATM receipts  
  • Children’s accounts
  • Savings and checking
  • Trusts
  • Bonds
  • Additional


  • Credit cards
  • Home
  • Car(s)
  • School loans
  • Additional debt


  • Paycheck stubs 

Tax returns

  • W-2 forms, 1099s and tax returns from the past 7 plus years  

Your will and estate plan

  • Will
  • Living will
  • Power of attorney (financial and health)
  • Trusts
  • Business card of your attorney
  • Additional estate planning documents  

Your financial planning documents



This tool is for general planning purposes only. It is not possible to account for all factors for all individuals or accurately project investment returns. For a comprehensive financial analysis, contact your Modern Woodmen representative.