Financial Planning in Old Downtown Carrollton, TX

Client Forms & Documents

Our Client Forms page is designed to provide you with easy ways to document the information we will need to help you, as well as find other information important to you.  We offer an online, secure Confidential Questionnaire that we ask our potential clients to complete before the initial Get Acquainted Session.  You only need to complete the sections relevant to the help you are seeking.  These forms can be accessed here:

Secure Online Form for Main Client
Secure Online Form for Co-Client
PDF - Alternate Paper Confidential Questionnaire

Main Client Confidential Questionnaire

Co-Client Confidential Questionnaire

Optional Paper Copy of Confidential Questionnaire

If you are unable to use the secure online questionnaires to the left, then download, fill out and bring with you to the GA Session

Texas Adviser Brochure

Texas Adviser Brochure - all Registered Investment Advisers in Texas are required to provide this information to all clients