All planning relationships will adhere to the CFP board’s 7 step Practice Standards

1. Understanding the Client’s Personal and Financial Circumstances
2. Identifying and Selecting Goals
3. Analyzing the Client’s Current Course of Action and Potential Alternative Course(s) of Action
4. Developing the Financial Planning Recommendation(s)
5. Presenting the Financial Planning Recommendation(s)
6. Implementing the Financial Planning Recommendation(s)
7. Monitoring Progress and Updating

Documents needed:
Tax returns with support from previous two years
Statements, e.g. investment, debt, insurance, employee benefits