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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).
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Contact Information
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Enter your age at your nearest birthday.
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If not married, leave it blank.
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Enter your spouse's age at his or her nearest birthday. If not married, leave it blank.
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Please provide an email address that you check frequently; home email address is preferred.
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A picture of you in our file helps us identify and remember you and the specifics of your financial situation.
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Current Investments
Please enter the current $ value of each type of investment account that you hold. Include both spouse's accounts in the totals.
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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).
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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).
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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).
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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.
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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.
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Please describe the nature of the investments shown in the field above.
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Miscellaneous
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Your family's assets minus debts. Leave out home value and mortgage liability.
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Enter the current estimated value of your home.
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Enter dollar value (no cents)
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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.
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Enter dollar value (no cents)
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Enter dollar value (no cents)
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Other
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Please specify which advisor or client referred you, the specific search engine and keywords used, or other relevant information.
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Please list the names and firms of other advisors you are interviewing or considering.
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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.
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Optional
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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.
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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
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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).
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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.
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Thank You!
Please double-check your submission before pressing "submit."
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