Forms

Forms for new and continuing clients to complete:

  • Pre-planning profile (prospective clients; 10 min. est. completion time).

  • Plan review (continuing clients; 5-10 min. est. completion time).

  • Plan data input (new and continuing clients; 30 min. est. completion time).

  • Risk profile (new and continuing clients; 10 min. est. completion time, if married, each spouse please complete independently).

  • Upload financial statements (prospective clients, new and continuing clients; 5 min. est. completion time). Securely upload investment account statements (employer retirement plans, brokerage accounts, IRAs, mutual funds), 401(k) investment options, employee benefit summaries, insurance statements and/or summaries (not the entire policies please!), other relevant financial documents.

  • Upload tax returns (prospective clients, new and continuing clients; 5 min. est. completion time). Securely upload your two most recent filed tax returns; forms 1040 and all filed schedules.

Important documents for you to review:

FFP disclosure brochure (Form ADV Part II)

FFP Client Service Agreement (for DIY flat fee engagements)

FFP Asset Management Agreement (for ongoing delegated account management)

FFP privacy statement

FFP's Texas State Securities Board Certificate of Registration