Rockville, MD Financial Planner - Friedland Financial Planning, Inc.

Client Forms

For Our Initial “get acquainted” Meeting

The Confidential 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.

Click Here for A New Client Questionnaire

For New Clients, our 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.

Click Here for A Cash Flow Worksheet

For College Planning

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

Click Here for Our College Planning Service

To Understand Your Tolerance to Financial Risk

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.

Click Here to Gain Access to FinaMetrica

For Financial “Check-Ups”

For clients returning for a financial “check-up,” please let us know what has changed by using the Client Update Form.

Client Update Form

Account Access

For our clients whose investments we are managing or watching

through Shareholder Services
through Scottrade

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 Philosophy and Investment Process

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

Tools

Adobe Acrobat Reader Microsoft Excel Viewer Microsoft Word Viewer Microsoft PowerPoint Viewer

With the free Adobe® Reader® software, you can view and print Adobe Portable Document Format (PDF) files. To download this free program, click the link above.