Call for a free consultation

Call (301) 396-4647 to schedule an initial telephone consultation.  No specific financial advice will be offered during this consultation, but you will speak to a Certified Financial Planner™ who will explain the financial planning process, as well as the fee structure and available services. You will have an opportunity to ask questions and discuss your financial planning needs, and together, you and the CFP® will determine whether Nelson Financial Planning Services can help you. This consultation is complimentary and involves no obligation or cost to you.

Should you decide to utilize our services, several forms will be sent to you: Firm Brochure (disclosure statement), Client Agreement Letter, Risk Tolerance Survey, Privacy Statement, Client Questionnaire, and a list of required documents. You must sign and return the Client Agreement in order to initiate the formal planning process. The remaining forms are self explanatory and should be completed (if applicable) in order for the CFP® to determine how best to address your specific financial planning needs.  Ideally you will complete and return the survey and questionnaire prior to the first meeting with your planner. 

Make an appointment to meet with your CFP®

You will make an appointment for your first meeting with your CFP®.  This first meeting is quite indepth and you will be receiving a wealth of information, so please allow for a minimum of 3 hours. If you are married, you are encouraged to bring your spouse. 

What to bring:

1. Assets (What You Own) - Bring a list of your assets and your best estimate of what each is worth*.

• Residence (Do you own or rent?)

• Vacation Property

• Savings and Investment Accounts (Including IRAs)

• Company Retirement Plans (401k, 403b, 457 plans, etc.)

• Insurance and Annuities

• Pay Statements (Most recent) 
    *Copies of recent statements will suffice

2. Debts (What You Owe) - Bring a list of all your debts to others:

• Mortgages

• Home Equity Loans

• Automobile Loans

• Personal Loans

• Credit Card Balances

• Student Loans

• Promissory Notes

• Retirement Plan Loans

• Any other loans you have co-signed

3. Tax Return - Bring a full copy of your most recent tax return.

4. Budget - Bring a copy of your monthly/annual budget (if applicable)

5. Goals - Bring a list of your short and long-term financial goals. For example:

• Short term: large purchase (car, computer, new appliances), vacation, etc.

• Long term: savings for your child's college fund, remodeling, retirement, etc.