Friedland Financial Planning Rockville, MD | Fee-only Planner | Financial Advisor

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.

New Client Questionnaire

CASH FLOW QUESTIONNAIRE

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.

Cash Flow Worksheet

COLLEGE PLANNING

For more information about our financing college service, or to provide us with the necessary data.

College Planning Services

ABOUT US

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.

Form ADV Part II and Schedule F

We are also required to share with you our Privacy Statement.

Privacy Statement

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.

Investment Services and Approach

Questions to ask prospective planners. The following is our response to questions you should be asking financial planners you are interviewing.

Questions to Ask Financial Planners: Our Answers

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.

Questions That Count

DISCLOSURE AND COPYRIGHT

COMPLIANCE DISCLOSURE:

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.

COPYRIGHT NOTICE:

All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of the copyright owner. Text, articles and logos © 2005 Friedland Financial Planning, Inc., Robert B. Friedland, Principal. Text, articles and Garrett Network logos: © 2000 The Garrett Planning Network, Inc., Sheryl Garrett, Principal. "Building Brighter Financial Futures" and "Financial Planning and Advice for Everyday Life" and "Hourly, As-Needed Financial Planning and Advice… The New Choice for Smart Consumers" are GPN-trademarked slogans™.

ACCOUNT ACCESS

For clients whose investments we manage or watch

UNDERSTANDING RISK TOLERANCE

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.



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