CFP Board owns the marks CFP® in the U.S.
This is a special meeting type for participants of a group plan looking to set up an individual account within that plan. Do not select this meeting type unless you have been instructed to do so.
keyboard_arrow_rightThe purpose of this meeting is for us to get to know each other and for me to learn more about your goals and objectives. This will allow me to understand the ways in which I can help you moving forward.
keyboard_arrow_rightThe purpose of this meeting is to take a deeper dive into your personal and financial situation, identifying your overall objectives, concerns and needs. We will also discuss the steps you have previously taken to reach your goals.
keyboard_arrow_rightThe purpose of this meeting is to review the information we discusses in our first meeting then discuss a plan in detail to help fulfil your needs and reach your goals.
keyboard_arrow_rightThe purpose of this meeting is to review your accounts and discuss changes if necessary. We will discuss the economy, current market conditions and talk about any changes that have happened in your life that could constitute a change in the plan we previously put in place.
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