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Client Forms

1. CONFIDENTIAL QUESTIONNAIRE
In preparation for the Initial Consultation, we will send you a document request and an invitation to an online account aggregation system.


2. RISK TOLERANCE QUESTIONNAIRE FinaMetrica (click here)
As we work together, we will ask you to complete a Risk Tolerance Questionnaire. We will use this information when we analyze your current investments and/or when we select new investments for you.

Latest News

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