CFP document checklist

Use this checklist to understand the various documents needed to work with a financial planner.  

Expense Worksheet

Use this worksheet to help with budget planning both now and in retirement

Investor Profile

Use this document to help understand both you risk tolerance and capacity as an investor. 

Annual Market Returns

This chart shows the historical year by year returns for the S&P 500 index.

Bull vs. Bear Market

This chart shows the cumulative ups and downs during various market times. 

Asset Class Returns

This chart shows the year by year returns of various asset classes.

Tax Rates

Tables for current year tax rates, along with phase out and contribution limits.

FAFSA

Current year form used to apply for financial aid.