Capital Benchmark Partners, LLC
Financial Planning Firm for Women Small Business Owners

New Grad Qualification Application

CFP Atlanta, GA

Fee only Financial Planner Atlanta, GA

Female Financial Planner

Woman Financial Planner

Female Financial Planner Atlanta

Woman Financial Planner Atlanta

Financial Planning for Women

Financial Planning for Entrepreneurs Atlanta

Financial Planning for Entrepreneurs

Financial Planning for Millennials Atlanta

Financial Planning for Millennials


You've made a wise decision to begin your financial planning early. You're starting out on the right foot, and you will get much further ahead than your peers. Congratulations!

Who is considered a New Grad in order to receive services offered in the package?

  • You are a current student who has a graduation date within 1 year of applying     –OR–
  • You graduated within the last 2 years of applying and received a bachelor’s degree program, medical school, dental school, law school, graduate school, or business school from an accredited college or university.


Complete the application form below to qualify for the New Grad Financial Planning Service Program.

Name *
Phone *
(if applicable)
(if applicable)
Terms & Conditions *
By submitting this application, you are stating that the information you provided on this form and any requested supplemental material is truthful and is of your full knowledge that you applied to receive a discounted rate for the service option in which you choose to engage. You acknowledge that you have read and understand the services and fees described in the Form ADV Part 2A – Firm Brochure that you received. You also acknowledge that you will only receive this discount for 12 months starting on the date in which you sign the Financial Planning Client Agreement. You understand that you are eligible to apply for qualification for this discount again in the future only if you acquire another degree separate from the degree listed on this form at an accredited college or university.
By typing your full name below, you agree to the terms and conditions in which you read and understand above.