Wufoo

FFP Initial Survey

If you are a prospective client, please complete this short survey so that we may begin to evaluate if our firm is a good fit for your financial needs.

Instructions

You can't save the form (it must be completed during one session), although it should take no more than 10 minutes to complete.

Recent investment statements and tax return might be helpful (although estimates are okay).
Contact Information
Your Name * First Last
Your Age *

Enter your age at your nearest birthday.
Spouse's Name First Last
If not married, leave it blank.
Spouse's Age

Enter your spouse's age at his or her nearest birthday. If not married, leave it blank.
Home Address *
Street Address Address Line 2 City State / Province / Region Postal / Zip Code Country
Email *

Please provide an email address that you check frequently; home email address is preferred.
Home Phone - (###) - ### ####
Cell Phone * - (###) - ### ####
Attach a digital picture of yourself

A picture of you in our file helps us identify and remember you and the specifics of your financial situation.
Current Investments

Please enter the current $ value of each type of investment account that you hold. Include both spouse's accounts in the totals.
Current Employer Plans (401k, 403b, SIMPLE plans, etc) *

Enter the total current $ value (no cents) of employer retirement plans (401k, profit sharing, employee stock ownership plans, etc).

Enter only plan totals for plans offered by you or your spouse's CURRENT employer(s).
Previous Employer Plans (401k, 403b, SIMPLE plans, etc) *

Enter the total current $ value (no cents) of employer retirement plans (401k, profit sharing, employee stock ownership plans, etc).

Enter only plan totals for plans offered by you or your spouse's PREVIOUS (not current) employer(s).
IRAs (Traditional, Roth, Rollover, SEP, etc) *

Enter the total current $ value (no cents) of your (and your spouse's) IRA accounts including traditional, Roth, rollover, contributory, and SEP IRAs.

NOTE: Include SIMPLE IRA balances in one of the categories above (previous or current employer plans-- do not enter SIMPLE IRA balances here).
Taxable Investment Accounts *

This category includes any non-retirement accounts such as individual stocks and bonds, mutual funds, money market accounts, CDs, or other investments held OUTSIDE of Employer or IRA accounts.

Enter the total current $ value (no cents) for your (and your spouse's) accounts.
Other Investments (please describe in the next field)

Enter the total $ amounts (your accounts and your spouse's accounts) for any other investments not listed in the categories above. Please use the next field to give a brief description.
Other Investments Description

Please describe the nature of the investments shown in the field above.
Miscellaneous
Total Household Income *
Household Net Worth (excluding home equity) *

Your family's assets minus debts. Leave out home value and mortgage liability.
Primary Residence Value *

Enter the current estimated value of your home.
Mortgage Balance(s) *

Enter dollar value (no cents)
Mortgage Specifics *

Enter the type of mortgage and term (ie, "30 year fixed" or "7 year ARM"), the rate, and the number of years of payments remaining.
Credit Card Balances (not paid off each month) *

Enter dollar value (no cents)
Other Consumer Debt (car loans, lines of credit, etc.) *

Enter dollar value (no cents)
Other
How did you hear about Frisco Financial Planning LLC? (please describe in the next field) *
FPA (Financial Planning Association) NAPFA (National Association of Personal Financial Advisors) Kingdom Advisors Crown Financial Ministries Advisor referral (please specify) Client referral (please specify) Internet Search (please specify) Other (please specify)
Details from previous item

Please specify which advisor or client referred you, the specific search engine and keywords used, or other relevant information.
Which statement best describes your attitude towards your investments? *
I have little or no interest or ability; I'd prefer to hand it over to someone I trust. Some interest although I don't have the knowledge or time to manage it myself. I'd like some professional input although I want to execute the recommendations on my own. I have my own ideas and the time and inclination to manage my investments myself.
Which other advisors are you considering? *

Please list the names and firms of other advisors you are interviewing or considering.
Are you interested in applying biblical principles to your finances?

Optional. Some of our clients are Christians and this is very important to them. If this doesn't describe you, just answer "no" or leave it blank and we won't bring it up again. Rest assured our time-tested advice works equally well regardless of your faith or religious beliefs.
What church do you attend?

Optional
By clicking "yes" below, you acknowledge that you have been offered FFP's Form ADV Part Two. *
Yes

Form ADV part two is a required regulatory disclosure for all Registered Investment Advisers. FFP's form ADV part two may be obtained at: http://www.ffplan.com/docs/advpart2.pdf.
By clicking "yes" below, you give FFP permission to contact you via phone and/or email. *
Yes

We will not share your personal information, including your email address with anyone per our privacy statement available here: http://www.ffplan.com/privacy.htm
By clicking "yes" below, you consent to unencrypted electronic transmission of the information you provide in this form. *
Yes

Because this form is not encrypted, we purposely have avoided asking for any information susceptible to ID theft (ie, social security numbers, birthdates, account numbers).
Comments

Please enter any additional comments about the type of investment or financial planning you are looking for or other information about your financial situation that you feel would be helpful.
Thank You!

Please double-check your submission before pressing "submit."
Do Not Fill This Out

Wufoo

FFP Initial Survey

Instructions

Contact Information

Current Investments

Miscellaneous

Other

Thank You!