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Confidential
Questionnaire
(PDF,
Word)
| In
preparation for the Get Acquainted meeting, please download
and complete this form. |
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Cash
Flow Questionnaire
(Excel, PDF, Word)
(Career changer?? Try this one instead.) |
Complete
this form if you wish to analyze your cash flow in detail.
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| Form ADV Part 2 (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. |
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| Sample Contract (PDF) |
New Means Financial Planning hourly service agreement, which defines terms of engagement. |
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