Gathering My Personal Data This check list helps you gather your personal data and specific documents which helps your advisor work more effectively. Also, please feel free to contact us if you have any questions regarding the gathering of these documents.Confidentiality of Personal DataIn addition, the confidentiality of your information will be respected and cooperation is appreciated. Documents to bring to the next meeting or deliver in advance: Your advisor will be able to work more effectively when you provide documents. You can be assured that your documents will be professionally safeguarded under strict, confidential control during the analysis period. Although if you prefer, copies of your financial papers are acceptable. Have a Question Name Email Address Phone Question Thank you! Oops!