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Your First Visit
No matter what your financial condition is, we have a solution that will get your finances under control. With the help of Kelley, Lovett & Blakey PC, you can make a new beginning. Call us today to setup your FREE Confidential Consultation at 1-800-371-4188.


Try to bring all of the following when you come in for your FREE Consultation




A. INCOME DOCUMENTATION

  • Pay stubs for the past sixty (60) days for you and your spouse (if any).
  • All documents that show the amount that someone else contributes to household expenses.
  • Proof of other sources of income such as pensions; interest; support; severance pay; rental income for the past six months.
  • If you are in business, proof of your gross business income and business expenses for the past six months.

B. HOME: (Including Mobile Homes)

  • Copy of deeds to property owned in the last three years, including timeshares and condominiums.
  • Mortgage, home equity loan or line of credit statements.
  • Property tax bill.
  • Statements for utilities; water, sewer; garbage.
  • Homeowners association dues or fees: most recent statement.
  • Homeowners or renters insurance statement, most recent.

C. VEHICLES:

  • Vehicle registrations for each vehicle.
  • Proof of insurance.
  • Vehicle loan statement.

D. FINANCIAL:

  • Credit card statements for past three months, including letters from collection agencies.
  • Bank Statements for each bank, credit union, and investment or stock trading account
  • Checkbook register for the last 6 months.
  • Statement for any IRA, 401K , education individual retirement account, tuition credit program or medical savings plan.

E. DOMESTIC MATTERS:

  • Child or family support orders.
  • Prenuptial or post nuptial agreements.
  • Registration certificate for domestic partnerships
  • Driver's license, MN. ID, or passport.
  • SS Card., a W-2; or tax notice showing your Social Security number.

F. MISCELLANEOUS:

  • Contracts for purchase of vehicle, electronics, jewelry, etc. over time within the past three years.
  • Lawsuits filed against you or by you in the past two years.
  • Any other corporate entities you may own. Get me financials.
  • Get me documentation of any garnishments.

 


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