My Appointment

Need to make an appointment with Active Money Management?  Click on the link below for a checklist on what you'll need to be ready for your appointment.

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My Financial Checkup Appointment
My Estate Planning Appointment
My Risk Management (Life Insurance or Long Term Care) Appointment
My Retirement Plan
My Business Partners Appointment (Business Partners Setup)
My QuickBooks Setup Appointment
My Business Partners Review Appointment


My Financial Checkup Appointment
What do I need to bring?

Investment statements for:

  • 401K’s
  • IRA’s
  • Money Markets
  • Bank Accounts
  • Real Estate
  • Life Insurance
  • Information on any changes in your financial status

If not on file with us already:

  • A picture ID and your social security card.

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My Estate Planning Appointment
What do I need to bring?

  • Completed “Getting Started” Questionnarie
  • Investment assets (bank accounts, investment statement, life insurance policies,
    etc.)
  • All deeds to real property (home, land, vacation)
  • Statements for: bank accounts, brokerage accounts, stock certificates, bond
    certificates, annuity contracts, life insurance policies, IRA’s, 401 K, etc.
  • Checkbook

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My Risk Management (Life Insurance or Long Term Care) Appointment

  • Existing Life Insurance policies
  • Physician’s name, address and phone
  • List of medications currently taking
  • Checkbook

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My Retirement Plan

  • Account statements and summary plan descriptions for all employer-sponsored
    retirement plans.
  • IRA account statements
  • Social Security Personal Earnings and Benefits Estimate Statement (PEBES)
  • Account statements for all assets
  • A budget sho wing current living expenses

If not on file with us already:

  • A picture ID and your social security card

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My Business Partners Appointment – (Business Set Up Appointment)

  • Company name
  • Company address
  • Company contact
  • Company phone Number
  • Company web address
  • Prior 2 years tax returns, if not completed by our firm
  • Type of services interested in: Payroll, accounting, tax planning, tax return
    preparation, sales tax preparation, financial statement preparation
  • Bank Statement and registers (QuickBooks file, if used)
  • Documentation to support assets and liabilities
  • Federal ID #
  • Type of Entity (Partnership, LLC, Corporation, S Corporation)
  • Copy of initial Entity creation paperwork
  • State Tax # (withholding, TPT and DES)

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My QuickBooks Set-Up Appointment

  • Laptop/computer that QuickBooks needs to be installed on
  • QuickBooks software (Pro 2004 is current recommendation)
  • Company information (Tax ID #, Company name, address, type of entity)
  • Bank account info (account #, opening deposits, checks, etc)
  • Fixed asset listing
  • Liability listing (notes payable, accounts payable, sales tax payable, etc.)

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My Business Partners Review Appointment

  • Copy of updated QuickBooks file
  • Notices from taxing authorities, if any
  • Budget if not in QuickBooks
  • Goals for current year and new goals desired
  • Arizona Corporation Commission Report
  • Annual meeting minutes
  • New asset acquisition documentation
  • Monthly bank statements
  • Monthly statements to support liabilities (credit card, line of credit, mortgages)

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