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Member, The National Association of Personal Financial Advisors (NAPFA) - Advancing the Practice of Fee-Only Financial Planning
Confidential Questionnaire -- In preparation for the Get Acquainted meeting, please download and complete this form.

Cash Flow Questionnaire -- Complete this form if you wish to analyze your cash flow in detail.

Form ADV Part II -- Standard government consumer disclosure form used for registering as an investment advisor with the Securities and Exchange Commission or states. The form contains full disclosure of an advisor's background, sources of compensation, and methods of practice.

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With the free Adobe® Acrobat® Reader® software, you can view and print Adobe Portable Document Format (PDF) files. If you do not already have Microsoft® Word®, Excel® or Power Point® installed on your computer, the viewers enable you to view and print Word documents, Excel spreadsheets and Power Point presentations. If you already have Word, Excel or Power Point installed on your computer, you do not need to download these viewers. To download any of these free programs, click a link above.
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