Services — Financial Planning

What to Send Your Financial Planner

A free, printable checklist of what to gather before a planning meeting — for any financial planner's client, anywhere. Print it, check it off, and bring what applies.

Fee-Only & Fee-Based — every fee disclosed upfront
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Independent — Advice in your interest only
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25+ Years of experience as a Financial Planner
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Within 10 Years of Retirement — professionals, business owners, engineers, and the women making the decisions
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A Professional You Can Trust — Award-Winning Advisor with expert financial and tax knowledge

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Investment & Retirement Accounts

TFSA statements
RRSP / RRIF statements
LIF / LIRA statements
RESP statements, for any children
RDSP statements, if applicable
Non-registered investment statements
Workplace pension statements, if any

Insurance in Force

Life insurance policies
Critical illness and disability insurance
Group benefits through work

Family & Personal Details

Your age, and your spouse's age
Marital status
Number and ages of children or other dependants
Anticipated retirement age

Business Ownership (if applicable)

Corporate and shareholder snapshot (share structure, ownership split)
Most recent corporate financial statements — or ask your accountant to share these directly, with your permission

Other

Existing will and power of attorney documents, if any
Outstanding debts (mortgage, loans, lines of credit)

Please bring the above and anything else that feels relevant to your goals. When in doubt, bring it along.