|
|  |
 |
 |
|
Confidential
Questionnaire
(PDF,
Word)
| In
preparation for the Get Acquainted meeting, please download
and complete this form. |
|
Cash
Flow Questionnaire
(Excel, PDF, Word) |
Complete
this form if you wish to analyze your cash flow in detail. |
|
| Form ADV Part II (PDF) |
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. |
|
| Sample Contract (PDF) |
New Means Financial Planning hourly service agreement, which defines terms of engagement. |
|
|
|
|
|
| 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. |
|
|
