Posted February 23, 2010 at 8:55 PM

Preparing to meet a financial planner

filed under: money, thinking

Checklist

If you're like me, organizing your financial picture so you can take the temperature of whether you can afford Choice Motherhood, or fertility treatments, or adoption, or an au pair, is not nearly as fun as those "Who Am I" surveys they make you do in third grade.

To get you started on financial insight, here's an 8-page document of fill-in-the-blanks that Choice Mom partner Rebecca Hall, affiliated with Ameriprise (D.C.), uses with her clients.

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