CURRENT CLIENT Get Started with Compass Now

Ready to upload your documents to start the COMPASS process?  Use the secure link below to upload your documents to your Financial Advisor and the Turning Point Financial planning team.

Please upload all documents that are applicable.

Income:

• Social Security Benefit Estimate (https://www.ssa.gov/myaccount)
  
  • Include all pages
    
• Paystub(s) for (2) pay periods
  
  • Show all deductions and YTD numbers
    
• Pension statements
  
  • Show actual/estimated payments with survivor option selected
    
• Last year’s complete Federal Income Tax Return

Debts:

• Mortgage statement(s) – include any/all rental properties
  
  • Show current balance, payment, interest rate, remaining term
    
• Student Loan statement(s)
  
  • Include balance, payment, interest rate, remaining term
    
• Credit Card statement(s)
  
  • Include transactions, balance, payment, interest rate
    
  • Include statements to show transactions on any cards that are routinely used for expenses and paid off monthly
    
• Any additional debt/loan statement(s)
  
  • Include balance, payment, interest rate, remaining term

Financial Accounts:

• Bank Account Statements
  
  • Include transactions
    
• Non-Retirement Investment Account Statement(s)
  
  • Include entire statement to show holdings, shares, cost basis, etc.
    
• Retirement Account Statement(s) – IRA, 401k, TSP, Roth, etc.
  
  • Include entire statement to show holdings, shares, cost basis, etc.

Insurance:

• Life, Disability, Long Term Care Insurance In-Force Illustration(s)
  
  • Include death benefit, premium, cash value, term
    
• Home, Auto, Umbrella (Excess Liability), Boat, etc. Insurance documents
  
  • Provide declarations pages to show coverage

Miscellaneous:

• Employee Handbook(s)
  
  • Include group life insurance, long-term disability, short-term disability
    
• Other documents you would like considered during preparation of your plan