2275 Research Blvd., Suite 500 | Rockville, MD 20850 Tel: (301) 309-1988 | Email: info@friedlandfinancial.com
FRIEDLAND FINANCIAL PLANNING CLIENT FORMS
FOR OUR INITIAL CONSULTATION
The New Client Questionnaire is used to help make our initial time together more productive. This questionnaire should be completed and brought with you to our first meeting.
The scope of work for many clients requires that we collect detailed information on many different aspects of their financial life. The following is our basic data collecting form.
As a Registered Investment Advisory firm, we are required to provide our clients with Part II of Form ADV as well as Schedule F upon our initial engagement and to offer it to you on an annual basis.
We would also like to share with you an overview of our philosophy about investing and how we prefer to work with you when assessing your financial assets.
Questions That Count. The following is a list of financial planning topics in which we have prepared background information. Just download, check off the material you want and either fax it, mail it, or email it to us and we will do what we can to provide you with basic information.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of the owner and principal of Friedland Financial Planning Incorporated. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Links to other sites endorsing a stock should not be construed to be a recommendation of that stock by any owner or principal of Friedland Financial Planning Inc.
As your fiduciary, we feel it is essential that we have a full understanding of
your tolerance for financial risk. We ask that clients answer about 12 minutes worth of questions on-line through FinaMetrica, which is a scientifically validated risk assessment survey administered, maintained and scored through an independent third-party.
Although you can purchase this information on your own, we have made special arrangements for both our clients and potential clients to
undertake this assessment at no additional charge to you. You are more than welcome to keep the results, even if you choose not to hire us. At our initial meeting we will provide you with the information to log-on to FinaMetrica and you will have your report minutes after you complete the questionnaire.
If you prefer not to do this on-line we can provide you with a paper copy to fill out and return to us by mail or Fax and we will submit your responses to FinaMetrica on your behalf.
If you would like your own assessment from FinaMetrica, click on the email link below and we will register you with FinaMetrica. FinaMetrica will send you an email with the link and logon information you will need. The 25 questions will take about 15 minutes to answer, and then a minute later you will have your report to download. This should be the only email you get from them. To register we will need a first and last name as well as your email address. Click here to have us register you with FinaMetrica.