[header] How to prepare to meet with a financial planner [title] Gather statements for all investment accounts. [step] Your financial planner will want to see how much you have saved, so gather the most recent statements for the following : [substeps] 401 (k) ira 529 savings plan savings account checking account investment accounts [title] List your assets. [step] In addition to your investment accounts, your financial planner will want to know what assets you currently own. 
Write down your list of the following : [substeps] Your home other real estate your vehicles [title] Create a debt profile. [step] Your planner also needs to know what you currently have in debt.