Listed below are the items you will need for an appointment. You do not need every item to make your first appointment. Please call if you have any questions. Also, note that all things may not pertain to you. If you are a business, farmer, or self-employed, you will also need to bring your business financials. Please bring copies of your taxes, paystubs, or any documents in which you want to keep the originals. Your consultation is free but there is a charge for us to copy the documents. Please make copies if you want to keep originals. Please have all documentation removed from envelopes before the consultation.

    1) Pay stubs for the last 6 months and/or employer print out showing your gross wages by date for the last 6 months. Also needed is something to show a year-to-date earning.
    2) Two bills from each creditor dated within the last 90 days.
    3) Last 4 years tax returns, including your W-2 statements.
    4) If you have any lawsuits you are involved in which you may be getting any judgments in your favor or are in the midst of legal proceedings seeking damages for yourself, bring in all paperwork on your case, including the name and address of the attorneys handling the case.
    5) If you are purchasing your home you will need the loan documents, the latest property tax statement, and your house insurance policy. If you have an appraisal less than 5 years old, bring it in also.
    6) If you have a second mortgage, we need all information including the loan documents and the amount still due.
    7)Vehicle information including loan information, and if you "own" it, a copy of the title.
    8) If you are an heir in any entitlements on property, bring in that documentation.
    9) If you have been served any paperwork such as wage garnishments, civil suits, or judgments, bring that paperwork.
    10) Copies of any insurance policies (car, home, and life).
    11) If you have divorced within the last 3 years, we need a copy of the divorce decree.
    12) If you have a retirement fund we need a financial printout of what is in it.
    13) Social security card.
    14) Driver's license.
    15) A detailed list of monthly living expenses with a supporting bill for each expense.
    16) If you are receiving an annuity or structured settlement each month, please provide a copy of the Benefit verification as well as the Settlement Agreement and Release.