New Clients | Checklist for First CFP Appointment

To help you prepare for your initial consultation, please refer to the First Appointment Checklist below for items to bring. Download the Estimated Expenses Worksheet to start.

Checklist for First CFP Appointment

  • Completed Estimated Expenses Worksheet
  • Tax return – most recent for business and/or personal
  • Paycheck stub
  • Most recent investment statements
  • Real estate purchase and payment information business agreements
  • Wills/insurance policies
  • Employer-provided benefits and most recent statements (401(k), tda, etc.)