Hourly Based Fee
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Call today to arrange a meeting.
1 (902) 393-1248
P.O. Box 1201     Charlottetown, PE     C1A 7M8
T: (902) 393-1248 (direct)     CorkumFinancial@pei.sympatico.ca     www.CorkumFinancial.ca

Financial Planning Questionnaire for your First Meeting (with me)

This questionnaire is for use at your meeting with Blair Corkum Financial Planning Inc.

You do not have to answer all the questions, but any data related to our meeting will allow you and me to focus on getting answers efficiently. Item #11 is essential. Being efficient is important because I charge by the hour, and minimizing your fees is a good financial planning objective! Bring this completed form with you to your counselling session along with your most recent personal tax return as well as any relevant information for your questions, such as perhaps your recent employer pension, CPP and investment/RRSP statements that you may have.

All information will be held in the strictest of confidence.  At the end of the meeting, you will be asked to read and sign this Disclosure Engagement Letter.

 

Click below for the questionnaire in PDF format:

Introductory Meeting – Financial planning questionnaire

Blair Corkum, CPA, CA, R.F.P., CFP, CFDS, CLU, CHS holds his Chartered Professional Accountant, Chartered Accountant, Registered Financial Planner, Chartered Financial Divorce Specialist as well as several other financial planning related designations. Blair offers hourly based fee-only personal financial planning, holds no investment or insurance licenses, and receives no commissions or referral fees. This publication should not be construed as legal or investment advice. It is neither a definitive analysis of the law nor a substitute for professional advice which you should obtain before acting on information in this article. Information may change as a result of legislation or regulations issued after this article was written.©Blair Corkum