Start-Up Document Kit




Start-up documents for any CDFA®. All documents are Microsoft Word, editable and customizable unless indicated.
Includes the following:

  • ​Retainer Agreement Template
  • Authorization to Release Information
  • CDFA Disclosure
  • Closing Letter
  • Document List
  • Expert Witness Contract
  • Limiting Conditions
  • Post-divorce Checklist
  • QDRO Service Agreement
  • Service Invoice (Excel)
  • Summary Declaration Template
  • Summary of Meetings
  • Time Tracker (Excel)


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Talk to us today to discover the right solution for your specific situation.

Whether you just received your CDFA® accredidation, or you are ready to take your business to the next level, let's get started today!

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Start Using Your Personal Retainer Agreement Template Today!

This is your ready-to-brand Retainer Agreement. When that first client is ready to hire you, you’ll have what you need to for a successful engagement.

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