Client Forms

• CONFIDENTIAL QUESTIONNAIRE
  In preparation for our meeting, please download and complete the Confidential Questionnaire. Please click above to download in Adobe Acrobat™ format.
  
  
• PLANNING GOALS
  In preparation for our meeting, please download and complete the Planning Goals Questionnaire. Please click above to download in Adobe Acrobat™ format.
  
  
• RISK TOLERANCE QUESTIONNAIRE
  If you have concerns regarding your investments we will use this information when we analyze your current investments and/or when we select new investments for you. Please click above to download in Adobe Acrobat™ format.
  
  
• OUR AS-NEEDED SERVICE PROGRAM
  Please click above to download a hard copy of our as-needed hourly financial planning service in Adobe Acrobat™ format.
  
  
• OUR IN-OFFICE WORKING SESSION
  Please click above to download a hard copy of our in-office financial planning working session in Adobe Acrobat™ format.

The CFS Forms are provided in Adobe Acrobat PDF file format. You must have Adobe Acrobat installed on your system to view these files. CFS has provided this file, for your convenience, to be downloaded from here. Just click on the Adobe Acrobat "PDF" 8.0 Icon to begin download.

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