1. Total projected income for current year including ordinary income and capital gains. If current year projections are vastly different from a "normal" year, then provide what it would be for a "normal" year.

2. Total projected retirement account contributions that are tax-deductible (like a traditional 401k and/or traditional IRA).

3. Total asset values broken out by the following tax types:

*Total cash in checking and saving accounts (do not include cash in brokerage accounts).

*Total taxable account values in after-tax brokerage accounts.

*Total tax-deferred account values in traditional 401ks with current employer.

*Total tax-deferred account values in traditional 401ks with former employers and traditional IRAs.

*Total tax-advantaged account values in Roth-like accounts broken out between current employer and former employers.

*Real estate including primary and rental

4. Liabilities including the unpaid principal balance, origination or refinanced date, term, interest rate, and current payment amounts.

5. Expenses on a monthly or annual basis - very important to get a good and realistic gauge of this. If your household spend outside of the mortgage and property tax is on credit card, a reasonable way to obtain this would be to add the total charges on the credit credit over the last 12 months and then divide by 12. This would also smooth out large single expenses like a once-a-year vacation, etc.

6. Date of birth for you and spouse/partner.

7. Any other pension or expected future incoming cash flows. For a pension, ideally if you can provide your entitlement at the following ages of 60, 62, 65, 67, and 70, that would enable us to help with you an optimization around the pension.

8. Social security for you and your spouse - please provide the monthly income on the top of page 2 of the statement which provides the amount at 62, FRA (full-retirement age), and 70. If you need to obtain your latest statement, you can signup or login at www.ssa.gov.