What to Bring to a Meeting with a Planner

There are a number of documents you’ll need once you engage with a CFP® professional; a comprehensive list may be customized by your planner for your specific needs. Be prepared to answer questions regarding your age, current income, hobbies, goals, philosophy on money, groups your belong to, etc. The following documents are suggested to bring to your first meeting:

  • Bank statements
  • Pay stubs
  • Check registers
  • Credit card balances
  • Mortgage or loan payment books
  • List of assets
  • List of liabilities
  • Completed expense worksheet
  • Wills, trusts, healthcare power of attorney, health care proxy or other powers of attorney
  • Business agreements
  • Titles for homes, cars, real estate, etc.
  • Retirement account statements
  • Social Security statements
  • Pension benefit statement and booklet
  • Investment statements
  • Listing of available investment options in investment and retirement accounts
  • Stock options
  • Homeowners and automobile declaration pages
  • Life, disability or long-term care insurance policies
  • Tax return
  • Tax estimate for next return (e.g., deductions, credits, etc.)
  • List of employee benefits

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