Getting started is easy. Simply contact us to schedule your initial consultation.

There is no charge for the first consultation. If you invest the time in one appointment, you can be on your way to launching a sound, viable financial strategy that will serve you in the years to come.

At the initial consultation, a CCP, Inc. Fee-Only financial advisor will meet with you and discuss your overall financial situation, as well as your goals and objectives. We will provide you with a copy of our ADV (our registration with the U.S. Securities and Exchange Commission) as well as other documents and articles of interest. We will then quote you a price based upon the services that are needed and/or desired.

We encourage you to come in with your spouse or anyone else who may be significant in the planning process. We find that it is important to get to know you to best serve your needs.

Please bring the following to your initial consultation:

• working knowledge of your financial picture including a general description of your assets, liabilities, insurances, employee benefits, and estate planning documents (worksheets are always welcomed)
• your latest tax return
• conversation of your personal / family / life planning goals

More specific documentation will be requested once you have chosen to become a CCP, Inc. client. A list of requested information or documents can be found on the Resources tab. Follow the link to the Resources tab and you will be prompted to create a login for yourself if you have not already created one. This login allows you access to additional information including our CCP brochure. You will find the list of documents needed and our brochure under References.