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For Your First Meeting

The following documents may be useful for your first meeting. Please print them out and complete them to the best of your ability.

Initial Meeting Document List The documents listed in this file may be useful for the purpose of review and analysis. If possible, please bring copies and keep the original for your files. Please complete this questionnaire in advance and bring it with you to your first appointment.

 

 
 

 


HOW TO CHOOSE A FINANCIAL PLANNER

Help from the National Association of Personal Financial Advisors.

INITIAL MEETING DOCUMENTS
Everything you need for your first step.

LEGAL & COMPLIANCE INFORMATION

INDUSTRY RESOURCES