Home
Financial Services
Articles & News
About Bill Keffer
Hourly Financial Planning Examples
Brochure
Financial Briefs
Problem Solvers
Financial Topics
Web Resources
FAQ
Client Forms
Account Lookup
Documents
Contact Us
Disclosure

Client Forms


Forms and Applications
  • ADV Part II-2024
  • Data Request Form
    List of statements and other documents needed for a financial plan
  • Documentation Checklist
    List of statements and other documents needed for divorce financial analysis
  • Budget Data Gathering Form.pdf
    Budget data gathering form for detailed cash flow planning.
Questionnaires
  • Confidential Questionnaire
  • Family Law Software Data Sheets
    General information needed for divorce financial analysis
  • MGP Goals Form
    Form for listing, valuing and prioritizing major financial goals
 

With the free Adobe® Acrobat® Reader® software, you can view and print Adobe Portable Document Format (PDF) files. If you do not already have Microsoft® Word®, Excel® or Power Point® installed on your computer, the viewers enable you to view and print Word documents, Excel spreadsheets and Power Point presentations. If you already have Word, Excel or Power Point installed on your computer, you do not need to download these viewers. To download any of these free programs, click a link below.

Adobe Acrobat (pdf)Adobe Acrobat Reader Microsoft ExcelMicrosoft Excel Viewer
Microsoft WordMicrosoft Word Viewer Microsoft PowerPointMicrosoft PowerPoint Viewer

©2024 Keffer Financial Planning. All rights reserved.