In preparation for our meeting, I ask that you complete the following confidential questionnaire. Please download the form and complete it to the best of your ability. The survey’s purpose is
- To get you thinking about your financial goals and plans. It gives you the opportunity to think about where you want to go, both in the short and long term.
- Put together a consolidated picture of your assets and your financial situation.
If a few items are missing, we can still get started on creating a road map to your financial future.
If you want to send the completed document electronically, please contact TVFP and we will provide a secure link for you to use to safely transfer the document. Or if you prefer to use paper, please send a copy to the mailing address at the bottom of this page.
Other Client Forms
As a Registered Investment Advisory firm, we are required to provide our clients with Part 2 of Form ADV upon our initial engagement and to offer it to you on an annual basis. Form ADV Part 2 outlines important information about Trillium Valley Financial Planning LLC, our business methods, fees, professional qualifications and all other pertinent business information.