Many financial planners have their clients complete a questionnaire prior to an introductory meeting. This Personal Data Organizer will prepare you for your first meeting with a CERTIFIED FINANCIAL PLANNER™ professional. This is only one example of how financial planners gather information from their clients. A financial planner you visit may ask you for additional information.

The Personal Data Organizer will give you a sense of the types of questions a financial planner will ask. After you complete the form, you'll be provided with a printer-friendly document you can bring to a meeting. It is also recommended that your spouse or partner complete his/her own Personal Data Organizer for you to compare.

Along with the Personal Data Organizer information, planners will ask that you bring your important financial documents. The Document Checklist will provide you a list of common documents you will need to bring.

NOTE: the information you provide will not be saved or stored. Once you complete the Personal Data Organizer and print or e-mail the results your data will be deleted. (Personal Data Organizer e-mails are sent from our mail@CFPBoard.org address; if you e-mail your Personal Data Organizer results to your e-mail address but don't find the e-mail in your inbox, please check your spam or quarantine folders.)