How do I reference a file field and node title from another content type & node?
Ok - I got it figured out.

All I needed was the entity reference field. 

I then followed the steps in the article posted below which allowed me to then be able to attach my document entities to my plan info nodes.

https://www.ostraining.com/blog/drupal/entity-reference-view/

Then i was able to create a view of the plan info nodes by creating a relationship in views to the referenced entity on the nodes, then I had the necessary fields available to me as fields for my view, and that solved everything.