Forms

Below you will find financial planning documents that are dowloadable in Adobe PDF, Microsoft Word and Microsoft Excel formats:

Attachment
Personal Financial Planning Questionnaire.doc
Personal Financial Planning Questionnaire.pdf
Statement of Assets and Liabilities - Couple.xls
Statement of Assets and Liabilities - Couple.pdf
Statement of Assets and Liabilities - Single Person.xls
Statement of Assets and Liabilities - Single Person.pdf
List of Planning Documents.doc

Fee-Only financial planning and investment advisory services are offered through Capital Financial Advisors of New York, LLC, a registered investment advisory firm in the state of New York. The presence of this web site on the internet shall in no direct way be construed as a solicitation to offer such services to residents of any other states where not legally permitted. We are legally empowered to provide investment advisory services to residents of the state of New York and certain other states.