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Essential Document Checklist


Managing your financial life involves a myriad of documents — bills, mortgages, bank statements, brokerage statements, credit card statements, and more. Keeping these documents organized isn't just about tidiness; it’s about maintaining control over the financial narrative of your life.


A structured document-retention strategy is essential to keeping your paper trail manageable and your mind at ease.

What documents should you always keep?

Deciding which documents to retain and which to shred can be daunting. Simplify this decision with clear guidelines: always keep records related to tax obligations, legal matters, healthcare, assets and liabilities, and other significant transactions. These documents are crucial for future reference and legal compliance.

Subscribe and become a Peak Wealth Insider. You'll receive exclusive access to my comprehensive guide, "What Documents Do I Need to Keep on File?" This handout will help you secure your financial future by knowing exactly what to keep and what to discard.

How can a financial advisor help?

A financial advisor can help by guiding you on which financial documents to keep, how to organize them, and ensuring they support your tax planning and estate management needs. This organization is crucial for making informed decisions and preparing for the future effectively.

About Peak Wealth Planning


Peter Newman

Peter Newman, CFA, works with individuals nationwide that have accumulated wealth through concentrated stock ownership. Peter helps his clients achieve their unique goals and enjoy peace of mind.


Peak Wealth Planning

Peak Wealth Planningspecializes in working with clients with a net worth of $1 million to $25 million or more. We get to know your unique needs and design a strategy to align your personal goals and finances.

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