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Client Forms

  • Client Confidential Questionnaire
    All Fee Only Planners are required by regulators to gather information on a form. Our form does NOT require your Social Security Number or exact birth date. We can help you with this form, because we wish we didn't have to make more paperwork. Contact us, and we'll be glad to send new clients this form in other formats.
  • Question 1 Re Your Ideal Life
    This question is the first of 3 that we use. It is great fun for you and your partner to answer, so enjoy it.
  • Resources for when a friend's life goes the wrong way
    Advisers and our successful clients are often asked for help by those who are less fortunate. Now you can pass along this list of resources.
  • Client Goals Questions to Ask Yourself
  • Our Firm's Answers to NAPFA Questions on Hiring Advisor
  • WPM Privacy Policy as Adobe pdf
  • WPM Privacy Policy as Word.doc
  • Zee Winter Olympics 2010! - Snow Photo
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    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 ReaderMicrosoft ExcelMicrosoft Excel Viewer
    Microsoft WordMicrosoft Word ViewerMicrosoft PowerPointMicrosoft PowerPoint Viewer
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