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Forms


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:

2024 Tax Prep Packet (PDF)

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Case Study DFA Featured Investments Video

Westerville Ohio (main office)

Accountable Financial Planning LLC
112 Bellefield Avenue
Westerville, Ohio 43081

Bellefontaine Ohio (meeting space)

Accountable Financial Planning LLC
2881 County Road 5 North
Bellefontaine, Ohio 43311

Andy Kerns, CFP®

andy@accountablefp.com
(937) 599-0012 (Direct)

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