Forms for new and renewing clients to complete:

Your Contact Information (prospective clients and new clients; renewing clients only if information has changed)

Financial Overview (prospective clients please complete before our initial discovery meeting)

Retirement Information (new clients; renewing clients if already retired or within five years of retirement)

Tax information (new and renewing clients)

Plan Review (renewing clients)

Risk profile (new clients; renewing clients every two years.  Each spouse should complete independently)

Securely upload documents here (new and renewing clients please upload recent financial accounts statements here; exclude accounts at Folio Investing)

Foreign Holdings (new clients and renewing clients once only if you have any foreign real estate, bank accounts, or investment holdings or other cross-border planning issues)

Important documents for you to review:

FFP disclosure brochure (Form ADV Part II)

FFP privacy statement