How to Prepare for an Appointment with a CCS™

CCS™ professionals should require anyone seeking a Cash Flow Plan, or advice on cash flow management, to submit particular information in advance of an initial consult. Each CCS™ will be best suited to work with specific types of clients. We know that it’s best for the client to work with someone who is well versed in the client’s specific needs. CCS™ professionals are encouraged to refer those clients they cannot help to a CCS™ who can, or an alternate financial professional who is well suited to provide advice based on the client’s needs.


Want to be proactive?

Once you’ve selected a CCS™ professional from our directory, we recommend you set up a short phone consult to discuss how to get started. Or to get started right away, you can download the forms below by clicking on the image and submit them along with your request for an initial consult with your chosen CCS™. The more information the CCS™ professional has before they meet with you the better able they are to work with you and the less likely they are to waste that most precious, limited resource—your time.






Click the image to start your download.