Meeting With Your CFP Professional for the First Time? Here’s what to expect
Congratulations! You’ve decided to take control of your financial life. You’ve researched your options, asked a lot of questions, and found the right CERTIFIED FINANCIAL PLANNER professional to help you plan for your financial future. As you prepare for your first meeting as a client, it’s likely you have even more questions, and if so, you’re not alone. Many clients of financial planners aren’t sure what to expect, how much to divulge, or even what documents to bring to their first official meeting.