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Confidential Questionnaire
To best help address concerns or questions you may have, it is important
that you fill out and send this questionnaire to us prior to our
"Get Acquainted" meeting. Receiving it ahead of time allows
us to review and better understand what concerns you may have prior
to the first meeting. During the meeting, we will review the details,
discuss your financial objectives and determine the services you
need in order to help you meet your goals.
Client Service Agreement
If you utilize our services, you will be asked to sign this limited service agreement. Please review this prior to our “Get Acquainted” Meeting.
Risk
Tolerance Questionnaire
We need to assess your tolerance for risk --- are you conservative?
Aggressive? Or somewhere in between?
Cash Flow Questionnaire
This form organizes your income and expenses by category and helps
us in addressing where the money goes. Don't be concerned if this
task seems overwhelming. We can address this form and fill in the
blanks during the planning process.
Palmer Financial Planning's Privacy Policy
We respect and honor your need for privacy in all information you share with us, and pledge not to disclose any of your personal and non-public information without your express approval. Please read our company policy regarding your privacy.
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