The following documents are made available for the convenience of our clients and prospective clients. Please right click on the document icon to view, print, or save the document you need.
Confidential Questionnaire
When we meet for our Initial Consultation, we'll review the important information you provide via this Confidential Questionnaire.
Cash Flow Questionnaire
We may ask you to complete this form in order to better understand your income, expenses, and saving patterns.
Risk Tolerance Questionnaire
This helps us understand your personal tolerance for risk. For couples, each should complete this questionnaire individually. We will typically ask that you complete this profile online (via the Finametrica website), but a PDF version is provided here for clients who prefer to work with hardcopy.
Client Service Agreement
This document sets forth the understanding between us regarding the services to be provided by our firm. Both parties will sign this agreement before the engagement begins.
Privacy Policy
We must collect some personal and financial information in order to provide the services you have requested. This Privacy Policy describes our practices and policies concerning the handling of your personal information.
Form ADV Part II
As a Registered Investment Adviser, we are required to file this disclosure statement with the state of Texas, and to provide it to clients and prospective clients.
