Your First Visit to Certified Financial Group

As fiduciaries, our goal is to help you develop clarity, confidence, and control over your finances. Your first visit to our office is an important step on that journey.

PREPARING FOR YOUR FIRST MEETING

After scheduling your first visit, you should receive a packet of information in the mail, which includes directions to our office,information about the Certified Financial Planner® professional with whom you will meet, and a checklist of things to bring with you. Here’s a little more about what you can expect:

Bring your financial documents

During this first visit, our goal is to help you gain a big-picture understanding of where you stand financially. You’ll want to bring along any important financial documents to help with calculations. Not sure what to bring? Click here to download a checklist.

Who should you bring?

Spouse, etc?

Leave your checkbook at home!

When you leave

Other Resources

Our website has a wealth of information about a variety of financial topics. If you haven’t already, take our Start Your Journey quiz to find more information about specific resources that might be helpful to your situation. You can also browse our tools and calculators, read articles in our blog, or sign up for our weekly newsletter.

THE PLANNING PROCESS

Your first visit to Certified Financial Group is an important step toward Planning Tomorrow…Today!®. Here’s what the roadmap looks like after that:

Your first visit.

During your no-obligation visit, we’ll take the first step in the process by talking with you about your financial goals and priorities, and explaining what it means to work with a CFP® professional.

Create your customized plan

Once you choose to move forward, your CFP® professional will work with you to create a customized financial plan designed specifically for you.

Put your plan into action.

Now is the time to decide how to put your plan into action. You may choose to implement it yourself, or utilize our knowledge and experience through an ongoing relationship with your CFP® professional who can advise you every step of the way.

Monitor, review and adjust.

Life is full of changes and surprises. If you’ve entrusted us to implement your plan, your CFP® professional will become your financial “doctor.” Our services include providing periodic check-ups and ongoing advice.

Questions? Don’t worry!

It’s never too late to start, and with CFG you are never alone. Our goal is to help you find a path toward financial peace of mind—knowing where you stand financially, where you’re going, and what steps you need to take today to get there.

If you have questions before your visit, contact us at (407) 869-9800 or plan@financialgroup.com.

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