Client Forms

 

KFP Confidential Questionnaire – This form is designed to consolidate your important information so we can understand your financial circumstances and attitudes toward risk. Because our services are based on the information you provide to us, it needs to filled out thoroughly and accurately.

 

KFP Cash Flow Questionnaire – Your cash flow information gives us a more accurate understanding of your financial position.

 

KFP 7 Steps of Financial Planning – This summary describes how the financial planning process works. It tells you what to expect of us, as well as what we will need from you to research and present your financial plan.

 

KFP Privacy & Data Security Policies – This summary of our privacy policy shows you how we maintain the confidentiality of your information.

 

KFP LLC ADV Part 2 – The Form ADV Part II is the required disclosure form used for registering as an investment advisor with the Securities and Exchange Commission and individual states. It fully discloses the background of our advisors, services provided, sources of compensation, and the methods we use in our practice.

 

 

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