Data Collection Forms for New and Prospective Clients:
Client Data Collection Form (PDF)
Client Goal Planner Workbook (PDF)
Client Risk Questionnaire (PDF)
Disclosure Forms:
Firm Brochure – Form ADV Part 2A & 2B (PDF)
Income Tax Preparation Forms:
NAPFA Code of Ethics – Placing Client Interests First
NAPFA Fiduciary Oath – Placing Client Interests First
The Power of Markets
Independent Objective Advice
Research in Focus: Mutual Fund Landscape
Implications of Investor Behavior
Dimensional’s Flexible Trading Approach
Case Study: Charles and Maxine – Nearing Retirement
Case Study: David and Heather – Married with a Growing Family
