Please bring the following info (you don’t have to share this) – list down ALL your recurring monthly expenses – bills, rent, mortgage, etc.
ITEMIZE or list them ALL! – list down your monthly take home pay – list down all your assets and their balances – savings, checking, investments, retirement, house (value) – list down all your debts (credit card debts, mortgage balance, student loan debts) – list the balance, interest rate and term if applicable. –