Essential Resources Guide

Everything you need to gather before starting your financial journey with InfocraftVn. Get organized and prepared for success.

Required Documentation Checklist

Personal Identification Documents

Valid government-issued ID, passport, or driver's license. Make sure documents are current and clearly legible for verification purposes.
Financial Statements (Last 6 Months)

Bank statements, investment account summaries, and any retirement account information. These help us understand your current financial position.
Income Verification

Recent pay stubs, tax returns from the last two years, or business income documentation if self-employed. This establishes your earning capacity.
Debt and Liability Information

Credit card statements, loan documents, mortgage information, and any other outstanding debts. Complete transparency helps create better strategies.
Financial Goals Documentation

Written outline of your short-term and long-term objectives, timeline preferences, and any specific concerns or priorities you want to address.

Preparation Timeline

Follow this structured approach to gather everything efficiently. Most clients complete this process within 5-7 business days.

Document Collection Phase

Days 1-2

Start by gathering all physical and digital documents. This initial phase sets the foundation for everything that follows.

Action Items:

Locate all identification documents and create digital copies
Download recent statements from all financial institutions
Collect tax returns and income verification documents
Create a secure folder system for organization

Information Verification

Days 3-4

Review all collected materials for accuracy and completeness. This prevents delays during your consultation.

Verification Steps:

Check that all documents are current and readable
Verify account numbers and balances are up-to-date
Ensure all pages of multi-page documents are included
Cross-reference information across different documents

Goal Setting and Final Review

Days 5-7

Define your objectives clearly and conduct a final review of your preparation materials before scheduling your consultation.

Completion Checklist:

Write down specific financial goals and timelines
Prepare questions you want to discuss during consultation
Organize all documents in order of importance
Schedule your initial consultation appointment

Tools and Resources

Beyond documentation, these tools and resources will enhance your preparation process and ongoing financial management.

Digital Organization Tools

Software and applications that help you organize, track, and secure your financial information effectively.

Cloud storage service (Google Drive, Dropbox, or similar)
Password manager for secure access
Document scanning app for mobile devices
Spreadsheet software for budget tracking
Calendar app for appointment scheduling

Security Essentials

Protect your sensitive financial information with these security tools and best practices.

Secure file encryption software
Two-factor authentication setup
VPN service for secure connections
Antivirus protection with real-time scanning
Backup solution for document protection

Educational Resources

Expand your financial knowledge with these learning materials and reference guides.

Financial terminology glossary
Market analysis tools and resources
Educational videos and webinar access
Industry reports and research materials
Q&A guides for common questions

Ready to Begin Your Journey?

Once you've gathered your resources and completed the preparation checklist, you're ready to take the next step. Our team is here to guide you through every stage of your financial planning process.

Schedule Your Consultation