Financial Planning & Asset Management Agreement
This is our primary client agreement and it explains our financial planning and asset management services, the fees, and the responsibilities of SWM and the client.
This form helps to streamline the communication process with our clients’ tax preparers.
Short Confidential Questionnaire
Before setting up a FREE introductory meeting, we ask prospective clients to fill out this short questionnaire and fax (or mail it) to our office. It helps us better evaluate whether we can add value to your unique financial situation.
This is a brief questionnaire to gather data in preparation for annual review meetings with our clients.
