Home
About Us
Our Services
Lauren's Blog
For Clients
Client Vault
Tell A Friend
Forms
Client Access
Resources
Contact Us
Disclosure

Client Forms

These forms are posted on our website to make it easy for you to work with us.
  • 2011 Year End Financial Planning Checklist

    Checklist of events, milestones, taxes, investment, medical accounts and retirement plans that need attention at the end of every year.

  • 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.

  • Renewal Meeting Questionnaire

    In preparation for our renewal meeting, please download and complete the confidential Questionnaire. Please click above to download the document 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.
 

With the free Adobe® Acrobat® Reader® software, you can view and print Adobe Portable Document Format (PDF) files. If you do not already have Microsoft® Word®, Excel® or Power Point® installed on your computer, the viewers enable you to view and print Word documents, Excel spreadsheets and Power Point presentations. If you already have Word, Excel or Power Point installed on your computer, you do not need to download these viewers. To download any of these free programs, click a link below.

Adobe Acrobat (pdf)Adobe Acrobat ReaderMicrosoft ExcelMicrosoft Excel Viewer
Microsoft WordMicrosoft Word ViewerMicrosoft PowerPointMicrosoft PowerPoint Viewer
©2012 Klein Financial Advisors, Inc. All rights reserved.