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Client Forms

In preparation for the Get Acquainted meeting, please download and complete this form.

  • Confidential Questionnaire in Word Format
  • Confidential Questionnaire in PDF Format
  • Form ADV Part II
  • Foothills Financial Planning Privacy Policy

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Microsoft® Word Viewer
With the free Adobe® Reader® software, you can view and print Adobe Portable Document Format (PDF) files. If you do not already have Microsoft Word installed on your computer, the viewer will enable you to view and print Word documents. If you already have Word installed on your computer, you do not need to download the viewer. To download any of these free programs, click on a link above.

 

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