Creating a plan is a multi faceted process. Please reference this list as a guide to the documents you'll want to have available when you set up your plan.
Account login Information
Gross pay
Passive income from rental properties
Monthly, quarterly, and annual expenses
Medical expenses
Infrequent or uncommon expenses and purchase intervals
Most recent tax return(s)
Annuity statements
Pension statements
Summary Plan Document (SPD)
Social Security statements
Account Statements
Bank accounts
Checking accounts
Savings accounts
Retirement accounts
Account growth rates
After tax brokerage accounts
Account growth rates
Annual dividend rates
Account turnover rates
Educational Savings Accounts
Account growth rates
Health Savings Accounts
Account growth rates
Mortgage balances, principal, and interest payment amounts
Debt balances, principal, and interest payment amounts
Credit cards
Student loans
Auto loans
Insurance policies
Beneficiary designations