Client Center
Welcome to Our Prospective and Current Client Center
The following are forms for prospective clients, forms for current clients, links to client accounts, and access to our College Financing Services. In addition you can find more information about us, both as a narrative as well as in forms that we provide to our clients and to the State Regulators.
For Our Initial Consultation
The New Client Questionnaire, below, is used to help make our initial time together more productive.
Please complete this form and bring it with you to our first meeting.
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. We will provide you with a printed copy, but if you prefer you can use this dynamic PDF.
College Planning
Financing college is more than simply saving for college. The following is a link to a dedicated website. Once you are at that sight, you can always return to this site by clicking on our logo in the header. The data collection form will provide you with information about your expected family contribution, so please feel free to use that part if you are visiting with us. Clients need not fill this out — since we do so as a part of our financial planning.
Account Access
We monitor and manage client investments. If you are a client of ours and have investments at either Shareholder Services or Scottrade, please feel free to click on the appropriate link to gain access to your account:
To Learn More About Us
Questions to ask prospective planners
The following contains our response to questions you should be asking financial planners you are interviewing.
Questions to ask your planner: Our Answers
Investment Philosophy
The key to financial independence is to (1) live below your means so that you have the resources to save and (2) apply a consistent investment strategy to your savings. While we might prefer one strategy over another what matters most is that you have a strategy and that you are consistent in your application of the the strategy. This is the best way to minimize the bias and irrationally that can occur when investing with our emotions. Consistency is also among the best ways to avoid exacerbating the “bad luck” and minimizing the “good luck” that is inevitable when investing in financial markets. The following reflects our philosophy and how we prefer to work with you when evaluating, monitoring, or managing your investments:
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 associated with the topical areas you have checked off. For clients there are no limits but for visitors, please limit your topics to 3 at a time.
Financial Questions that Count
Part II A & B of SEC Form ADV
As a Registered Investment Advisory firm, we are required to provide prospective clients with Part II A & B of Form ADV upon our initial engagement and to offer it to clients on an annual basis. We also maintain a current copy here for any visitors who want to see these parts of our annual filings to the State. This form provides detail on how we do business and is updated as our business model has evolved and annually regardless of whether or not our business model has changed. Annual updates are usually submitted to the State every March.
Privacy
We work hard to safeguard your privacy. The following is a statement of the ways in which we protect your privacy.
Disclosure and Copyright Compliance Disclosure
All written wordpress/wp-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 © 2010 Friedland Financial Planning, Inc., Robert B. Friedland, Principal. Text, articles and Garrett Network logos: © 2010 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™.
