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Short Confidential Questionnaire (94K) - Before we set up a FREE introductory meeting, we ask prospective clients to fill out this short questionnaire and fax it (or mail it) to our office. It helps us to evaluate whether we can add value to your financial situation.

Financial Planning Questionnaire (123K) - This is a detailed questionnaire that must be completed in order for KFP to prepare a comprehensive financial plan.

Investment Managament Questionnaire (111K) - This is a detailed questionnaire that must be completed before KFP can provide asset management services.

Annual Review Questionnaire (81K) - This is a short questionnaire that clients complete annually to help KFP prepare for the annual review meeting.

Comprehensive Financial Planning Agreement (49K) - This is our agreement for doing a comprehensive financial plan. It provides an excellent description of the comprehensive financial planning process and the responsibilities of KFP and the client.

Hourly Financial Planning Agreement (42K) - This agreement is for hourly financial planning. It provides a great description of our financial planning services and the responsibilities of KFP and the client.

Investment Advisory Agreement (49K) - This agreement is for asset management. It describes our asset management services, the fees, and the responsibilities of KFP and the client.