Client Questionnaire - Get started with our planning package by filling out a secure, online client questionnaire. The PreciseFP™ questionnaire collects, processes and stores your personal data. PreciseFP enables both you and your advisor to access and update your information at any time, reducing paperwork and errors.
With this data, we will set up your online financial plan you can access for a full year. The Getting Started package includes 5 hours of our time for data entry, navigation instructions and planning suggestions.
Phone or email one of our advisors to access the PreciseFP online questionnaire. Provide us with your full name, birthdate, email address and phone number. We will email you a link to your PreciseFP form, an invitation and the online client tutorial to aid you when filling out the questionnaire.
Form ADV Part II (Uniform Application for Investment Adviser Registration)
Client Retainer Agreement
Sample Investment Policy Statement - Single page format
Sample Investment Policy Statement - Double page facing format
Privacy Policy
Business Continuity Plan Summary |
