menu-icon close-icon comment search linkedin-square twitter facebook linkedin

Six Steps to Prepare for Your First Meeting
with a CFP- Professional

  • Contact a CFP® Professional

    By setting up a meeting with a CFP® professional, you’ve already completed the first step toward getting your finances in order. But wait, there’s more...

  • Get Organized

    The more information you provide, the better. Your CFP® professional will be thankful if you take some time beforehand to organize and digitize your recent financial statements. You may be asked to bring personal identification with you as well to comply with regulatory requirements.

  • Fill Out the Paperwork

    We recommend completing the necessary paperwork and questionnaires ahead of time to make sure the first meeting goes smoothly. Your CFP® professional will thank you.

  • Clarify Your Goals

    Part of making a plan for the future is knowing what goals you’d like to achieve. You don’t need to have anything set in stone, but be ready to chat through your long-term expectations.

  • Develop a List of Questions

    Setting up any good long-term relationship involves trust and understanding from both parties, so go ahead and ask your CFP® professional the hard questions. Here’s a list to help you get started.

  • Determine the Right Pay Structure for You


    You and your CFP® professional will work out a payment structure that works for you, including fees, commissions or a combination of both.