Header image  
putting financial matters into perspective  
line decor
  
line decor
 
 
 
 
 
 
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. InitialMtgDocList.doc
Data Organizer Please complete this questionnaire in advance and bring it with you to your first appointment. DataOrganizer.doc

 
 
 
 


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.

YOUR PRIVACY

RESOURCES