Financial Pathfinders
Travel life's journey with peace of mind
Fee-only financial planning

 

 

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1. This is our initial interview questionnaire Initial Interview Questionnaire. Please fill out this form prior to our first meeting together, and mail it to us so that we can review it in advance of our meeting.

2. This is our Risk Tolerance questionnaire Risk Tolerance Questionnaire.  We use this questionnaire to help measure your feelings towards risk in investments.

 

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Nothing on this web site shall be construed as a solicitation of business in any state in which we are not registered. No business will be conducted with any individual in a state unless we are registered or exempted from registering. While reasonable care and caution has been used in preparing information contained on this website, it is not applicable to all circumstances. We assume no responsibility on how this information is used or consequences thereof. You should always consult a qualified professional before taking action.  Also note that in investing, past performance is no guarantee of future results.

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Last modified: 12/11/02