These documents get you up and running as a client of Compass Planning. Please read and follow the instructions. Any answers provided in response to these forms will be held in the strictest confidence and not be shared with anyone outside of the Compass Planning office without your permission.
First Step DocumentsONLINE version:
First Step Documents
(note, link goes to precisefp.com Compass Planning Questionaire)
First Step Documents Word Document Format (332KB)
Risk Questionnaire Document
This Risk Questionnaire (PDF 60KB) is used by Compass Planning, along with other information, to achieve a better understanding of a client's over-all risk tolerance with respect to their goals and timeframe.