What to bring to your first meeting

To expedite the process, you need only to bring the following to your first meeting:

  • Last 6 months of pay stubs;
  • Recent lawsuits filed against you, if any;
  • The most recent bank statement for any account that you are on;
  • Your most recent vehicle and mortgage statement;
  • A kbb.com private party value printout of your vehicle(s);
  • You most recent retirement statement(s);
  • Your last 2 years’ taxes; and
  • The most recent credit card or collection statements, unless you plan of having us pull your credit