Core Service
Account & Document Consolidation.
Most people have accounts and documents scattered across multiple institutions. We bring everything into one clear picture so planning is grounded in reality.
About This Service
What Is Account & Document Consolidation?
Account and document consolidation is the process of gathering every financial account, policy, and document you own into one organized view. Most people have more accounts than they realize — old 401(k)s from previous employers, brokerage accounts opened years ago, insurance policies from different carriers, and savings accounts at multiple banks.
At Base Wealth Management, we start by building a complete inventory of everything you own and owe. That inventory becomes the foundation every other planning decision is built on.
The result is a single, living financial picture that makes it easy to see what you have, identify what is missing, and make decisions based on facts instead of assumptions.
Why this matters: Even the best financial strategy will produce poor results if it is based on an incomplete picture. Consolidation is not just organization — it is the prerequisite for everything else.
Who This Is For
Built for Anyone with a Complex Financial Life.
You don't need dozens of accounts to benefit from consolidation. If you have changed jobs, inherited accounts, opened policies over the years, or simply never taken stock of everything you own, this process will add immediate clarity.
What We Organize
Everything in One Picture.
We build a complete inventory across all account types, policy types, and document categories — not just the ones you remember.
Our Process
How We Build Your Financial Inventory.
We follow a structured four-step process to move from scattered accounts to a single organized picture.
Free Discovery Call (15 Min)
We start by understanding your situation — how many accounts you're aware of, what types, and what gaps you suspect exist.
Account Audit
We work through every account, policy, and asset you can identify and help you locate ones you may have lost track of.
Document Vault Setup
We organize your key financial documents — estate documents, insurance policies, account statements — into a secure, accessible structure.
Ongoing Maintenance
As accounts open, close, and change, we keep your financial inventory current so your plan always reflects reality.
By the Numbers
The Cost of Fragmented Finances.
Scattered accounts and missing documents create real planning blind spots. These numbers illustrate why a complete picture matters.
Common Questions
Frequently Asked Questions.
Any financial account, policy, or asset — checking, savings, brokerage, retirement accounts (401k, IRA, 403b), annuities, life insurance policies, HSAs, and even real estate or business interests. If it has financial value or is part of your net worth, it belongs in the picture.
No. Consolidation is about visibility, not necessarily custody. You may keep accounts wherever they are — we simply map them so your plan is grounded in a complete picture. If consolidating accounts makes sense for your situation, we can discuss that separately.
We help you track them down. Common methods include contacting former HR departments, searching the National Registry of Unclaimed Retirement Benefits, and checking state unclaimed property databases. Many people are surprised what they find.
Both. The initial inventory is a project. Keeping it current as your financial life changes is an ongoing part of the planning relationship.
Don't worry about having everything ready. We guide you through what to collect after we understand your situation. Most clients find the discovery call itself helps them realize what they own that they'd forgotten about.
Ready to Get Organized?
Let's Build Your Full Financial Picture.
The first conversation is free, takes 15 minutes, and starts the process of bringing clarity to your financial life. No commitment required.