A premium subscription is required to access this article. Article Date: 08/10/2016 Meeting a Financial Planner? Don't Forget These Documents When first meeting with a financial planner, the more information on the table, the better to establishing a constructive, and—wait for it—profitable working relationship. One way to accomplish this is to bring to that initial meeting key documents and personal financial statements that will help the prospective financial advisor customize a ... Log in to view full article. If you already have a subscription, please log in with your email address and password. User Name (Email Address): Password: Forgot your password? Click here to have your password emailed to you. To purchase a premium subscription, please use the links below. One-year premium subscription with unlimited access to all articles including reprint rights (see terms and conditions) for $2,000.00. Monthly subscription (3 month minimum) with unlimited access to all articles including reprint rights (see terms and conditions) for $195/mo.