For the initial meeting with Button Financial, please bring the following items, as well as the following forms: Questionnaire, Hourly Agreement and Cash Flow. Please also bring any other appropriate information that you feel would be helpful in evaluating your financial position.

Income:

• Tax returns for the last 2 years (Personal, Corporate/Partnership, etc.)
• Recent pay stub (or records of income) with year-to-date information, or all stubs for the current year

Liabilities:

• Mortgage
  Balance due
  Beginning balance and closing date
  Monthly payments (separate principal, interest, taxes and insurance)
  Interest rate and other terms of the loan

Insurance Policies:

• Policies and Statements

  Life	Health	Auto	Home
  Disability	Liability Umbrella	Long Term Care

Assets:

• Certificates of deposit (amount, date of maturity, and interest rate)
• Most recent brokerage statement(s) on investments

  List of stock, bond, and mutual fund holdings
  Purchase price and date of purchase

• Most recent statements for all retirement accounts

  IRA, ROTH, SEP, TSA, 401(k), etc.

• Annuity policies and recent statements

Miscellaneous:

• Copies of employee benefits and retirement plans and backup information
  Materials explaining the programs
  Most recent statements for all programs available
  Investment Alternations (even if you are not participating or eligible)
• Legal documents

  Wills	Trusts	Divorce court papers
  Power of attorneys	Partnership agreements
  Other legal documents

• Monthly or annual Cash Flow
• List of how property is titled (joint tenants or tenants in common)

This meeting should last 3-4 hours. Thank you for choosing Button Financial. I am looking forward to working with you.

ADV Part II, Confidential Questionnaire, Agreement, and Cash Flow