Start-Up Document Kit

$99.00

Category:

Description

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)

Reviews

There are no reviews yet.

Be the first to review “Start-Up Document Kit”

Your email address will not be published. Required fields are marked *

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!

We will contact you shortly to learn more about your business, and get you setup with the right support that meets your business needs.

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.

Check your email!