Forms & Account Info

Here you will find the forms and account information to make your financial goals easier to achieve.

 New CLIENT Paperwork

• Questionnaire - Please fill this out and if possible return it (by email/fax/mail) prior to our meeting.
  
• Document Checklist - Please gather and bring these items with you.
  
• Budget Worksheet (excel document) - Please fill out and bring with you.
  
• Here is a Biography of Tom Presper and one of Dan Garner for your information.

Financial Planning

• Investor Risk Tolerance Questionnaire
• PFA Client Profile Sheet
• PFA Financial Planning Questionnaire
• Budget Worksheet (excel document)
• Financial Planning Agreement