Data Collection Forms for New and Prospective Clients:
Client Data Collection Form (PDF)
Client Goal Planner Workbook (PDF)
Client Risk Questionnaire (PDF)
Disclosure Forms:
Client Relationship Summary (PDF)
Firm Brochure – Form ADV Part 2A & 2B (PDF)
Privacy Notice (PDF)
Income Tax Preparation Forms:
NAPFA Fiduciary Oath – Placing Client Interests First
NAPFA Code of Ethics – Placing Client Interests First
Having a Financial Coach in Your Corner
The Power of Markets
The Power of the Market, the Ultimate AI
In Markets as in Traffic, Impulsive Moves May Not Help You Get Ahead
Implications of Investor Behavior
Case Study: Charles and Maxine – Nearing Retirement
Case Study: David and Heather – Married with a Growing Family
