There are several 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 you belong to, and more.
Suggested documents for your first meeting
Bring:
- Bank statements
- Pay stubs
- Check registers
- Credit card balances
- Mortgage or loan payment books
- A list of assets and liabilities
- A 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, and other property
- Retirement account statements
- Social Security statements
- Pension benefit statements and booklets
- Investment statements
- A listing of available investment options in investment and retirement accounts
- Stock option documents
- Homeowners and automobile declaration pages
- Life, disability, or long-term care insurance policies
- Your most recent tax return
- A tax estimate for your next return (deductions, credits, and so on)
- A list of employee benefits
Work with your planner
The financial planner you select can specify the documentation you should bring to the first meeting. You can begin your search for a financial planner today at www.plannersearch.org.