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Client Forms

These forms are posted on our website to make it easy for you to work with us.
  • Confidential Questionnaire
    In preparation for the Discovery meeting, please download and complete the Confidential Questionnaire. Please click above to download our Confidential Questionnaire in Adobe Acrobat™ format.
  • Form ADV Part II
    Our ADV Part II and Schedule F outline important information about Klein Financial Advisors, Inc., our business methods, fees, professional qualifications and all other pertinent business information.
 

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