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Information about all aspects of finances affected by a serious health condition. Includes income sources such as work, investments, and private and government disability programs, and expenses such as medical bills, and how to deal with financial problems.
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Financial Snapshot: Gathering The Information You Need To Create

Your Current Financial Information

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It will also be helpful to pull together the following information:

  • Statements for all your bank accounts for the last 12 months.*
  • Canceled checks for the last 12 months.*
  • Credit card statements for the last 12 months.*
  • Investment statements which include all your stocks and bonds for the last 12 months.*
  • Description of other income producing items.
  • A list of your debts and other obligations.
  • Tax returns for the last three years.
  • Expectations of future income or loss that are out of the ordinary for you.
  • Any other information concerning your finances you may have on hand.

*Don't worry if one or a few statements are missing at the moment. This information is just used to obtain your general financial picture. If your spending patterns don't fluctuate greatly from month to month, you can reduce your data gathering to one, six month period or to every other or even every third month for the past year. Be sure to include once a year items like a major vacation or annual and semi-annual bills.

NOTE: If you haven't before, this is a good time to search for missing money. To learn how, click here.

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