Client Forms

1. CONFIDENTIAL QUESTIONNAIRE
In preparation for the Initial Consultation, we will send you a link and user credentials to an online questionnaire.  The following is a link to a brief tutorial about completing the online questionnaire:  https://prod.precisefp.com/PreciseFP/client_tutorial_demo/

2. FINANCIAL LIFE PLANNING® TOOLS
- Financial Satisfaction Survey
- Life Transitions Survey

3. RISK TOLERANCE QUESTIONNAIRE
As we work together, we will ask you to complete a Risk Tolerance Questionnaire. We will use this information when we analyze your current investments and/or when we select new investments for you.