ohn and Mary Burke, list and provide an explanation as to the documents a financial planner would need to review in order to prepare a comprehensive financial plan: Insurance documents Banking and...

ohn and Mary Burke, list and provide an explanation as to the documents a financial planner would need to review in order to prepare a comprehensive financial plan:

• Insurance documents


• Banking and Investment statements


• Tax returns


• Wills, Trust, and other Estate planning documents


• Employer benefits


• Financial statements (Balance sheet, income statement, and net worth statement)


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  list the documents to be reviewed, where a client would obtain such documents, and the purpose of each document for the financial planner.