Gather Financial Information:

Collect all relevant financial information, including income sources, bills, bank statements, and receipts. This step will give you a clear picture of your financial situation.

Online Account Access:

Many financial institutions offer online access to your account statements and transactions. Log in to your bank, credit card, and investment accounts to access statements, transaction histories, and current balances.

Gather Documentation for Irregular Income:

If you have irregular income sources, such as rental income, dividends, or freelance earnings, gather the relevant documents, such as rental agreements, investment statements, or client invoices.

Review Contracts and Agreements:

If you have any financial contracts or agreements, such as lease agreements, loan agreements, or subscription services, review them to understand your ongoing financial commitments.

Compile Insurance Information:

Collect your insurance policies (e.g., auto, health, home) and review the coverage details and premium payments.

Check Retirement and Investment Accounts:

If you have retirement accounts (e.g., 401(k), IRA) or investment portfolios, review the account statements to assess your current holdings and contributions.