--- title: What documents should I upload ahead of meeting with my advisor? description: How to get the most out of your advisor meeting by uploading the right documents (e.g., income, tax, etc.) to create a personalized financial plan. --- [Skip to content](https://hello.secfi.com/migration/help/what-documents-should-i-upload-ahead-of-meeting-with-my-advisor#main-content) English Show submenu for translations [Contact us](https://hello.secfi.com/migration/help/kb-tickets/new?hsLang=en) ![Logo-Apr-26-2023-11-46-34-7947-AM.png\]](https://hello.secfi.com/hs-fs/hubfs/Logo-Apr-26-2023-11-46-34-7947-AM.png?height=40&name=Logo-Apr-26-2023-11-46-34-7947-AM.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://hello.secfi.com/migration/help/kb-tickets/new) - [Secfi Learn](https://secfi.com/learn) [Secfi Learn](https://secfi.com/learn) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://hello.secfi.com/migration/help?hsLang=en) 2. [Advice & Wealth](https://hello.secfi.com/migration/help/advice-wealth?hsLang=en) 3. [Advisory & Wealth General](https://hello.secfi.com/migration/help/advice-wealth?hsLang=en#advisory-wealth-general) # What documents should I upload ahead of meeting with my advisor? Uploading documents ahead of your Insights and/or Get Organized meeting gives your advisor a clearer picture of your financial situation, leading to a more personalized and productive conversation.  ### **What’s helpful to include** Below is a list of the most helpful documents to upload, grouped by category. You don’t need to have everything, and if you’re unsure where to start, anything related to income or equity is a great first step: #### **Income and employment** - **Recent pay stubs** Provides visibility into your Income and benefits, so we can  evaluate your cash flow, savings potential , and tax-advantaged opportunities. - **Offer letters** Useful for understanding base compensation and any equity or bonus components. - **Bonus or commission documentation** If part of your income isn’t fixed, this helps us build a more accurate picture of your total earnings. #### **Taxes** - **Recent tax returns** Your return gives us a high-level view of your income, deductions, and tax position,  and can often help with planning opportunities. - **Tax forms (e.g., W-2, 1040s, 1099s)** These fill in the details and ensure we’re factoring in all sources of income. #### **Investments** - **Brokerage account statements** These help us understand how your assets are currently invested and how diversified your portfolio is. - **IRA or 401(k) statements** Retirement accounts are a key part of your long-term plan — these help us assess your progress and identify next steps. - **Crypto or alternative investment summaries** If you hold digital assets or other non-traditional investments, this helps us factor them into your overall strategy. #### **Equity** - **Stock option grant agreements** These provide critical details like strike price and vesting schedule, which shape how and when you might exercise options. #### **Debt and liabilities** - **Mortgage and/or home loan statements** Help us understand your major financial commitments and how they fit into your broader financial plan. - **Student loan details** Helps us understand your repayment timeline and monthly commitments — and spot any ways to optimize or simplify your plan. #### **Cash and liquidity** - **Checking and/or savings account balances** These help us understand what’s readily available and so we can plan for near-term needs or opportunities. #### **Other** - **Any document that adds context to your financial story** If there’s something else you think we should see, feel free to include it, even if it doesn’t fit into any of the above categories. - [Equity and shares](https://hello.secfi.com/migration/help/equity-and-shares?hsLang=en#main-content) - [Equity on Secfi](https://hello.secfi.com/migration/help/equity-and-shares?hsLang=en#equity-on-secfi) - [Equity on Carta](https://hello.secfi.com/migration/help/equity-and-shares?hsLang=en#equity-on-carta) - [Equity on Shareworks](https://hello.secfi.com/migration/help/equity-and-shares?hsLang=en#equity-on-shareworks) - [Financing](https://hello.secfi.com/migration/help/financing?hsLang=en#main-content) - [General](https://hello.secfi.com/migration/help/financing?hsLang=en#general) - [Products and fees](https://hello.secfi.com/migration/help/financing?hsLang=en#products-and-fees) - [Eligibility requirements](https://hello.secfi.com/migration/help/financing?hsLang=en#eligibility-requirements) - [Secondary sale](https://hello.secfi.com/migration/help/secondary-sale?hsLang=en) - [Advice & Wealth](https://hello.secfi.com/migration/help/advice-wealth?hsLang=en#main-content) - [Advisory & Wealth General](https://hello.secfi.com/migration/help/advice-wealth?hsLang=en#advisory-wealth-general) - [Offerings](https://hello.secfi.com/migration/help/advice-wealth?hsLang=en#offerings) - [Cost and Fees](https://hello.secfi.com/migration/help/advice-wealth?hsLang=en#cost-and-fees) - [Wealth Management Overview](https://hello.secfi.com/migration/help/advice-wealth?hsLang=en#wealth-management-overview) - [Privacy](https://hello.secfi.com/migration/help/privacy?hsLang=en) - [Account](https://hello.secfi.com/migration/help/account?hsLang=en) # Secfi, Inc. 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