Checklists for Clients Advisor Evaluation Checklist This checklist will assist you in your journey to find an advisor with the character, competence and chemistry that aligns with your specific needs.Click here for checklist Financial Planning Checklist This list outlines the documents and forms to have with you during our first meeting. It will help you establish which items are of most importance to you and your specific needs.Click here for the checklist Financial Road Map This Financial Road Map will help you review your current situation identify the subsequent steps on your journey.Click here for the checklist Mortgage Application Checklist This checklist outlines the common items needed when applying for a mortgage.Click here for the checklist