Our Forms

New Client Forms

If you are interested in beginning the financial planning process with us, please download, print, and complete the following PDF forms and fax, mail or scan and e-mail them to our office. This preparation will save you time and money, as well as help us become more acquainted with your unique situation and needs. Please don't hesitate to call if you'd rather receive this preparatory packet by mail. Thanks! Paul

Confidential Client Questionnaire – Size: 328Kb, 22 pages
This is an extensive profile of your present financial situation. By completing this questionnaire, we have the information we need to create a plan that is tailored to your specific financial parameters. (You can fill this in electronically and e-mail it to me if you prefer.)

What Do You Want? – Size: 176Kb, 6 pages
This form is a very thorough life goals questionnaire to make sure the plan we prepare for you is consistent with what you really want in life.

Asset Allocation Form - Please complete the Asset Allocation Questionnaire that helps us balance your preference for return and risk in your long-term investment portfolio. If you are married, please do your best to complete the form in a way that balances each of your preferences.

Investment Management Agreement – Size: 180Kb, downloadable form

Financial Planning and Consulting Services Agreement – Size: 41Kb, downloadable form

You will need the free Adobe Acrobat Reader to view and print these files.

MAILING ADDRESS ONE
Integrated Financial Planning, P.C.
1800 East 3rd Avenue, Suite 103
Durango, CO 81301

MAILING ADDRESS TWO
Integrated Financial Planning, P.C.
8633 Hayes Street
Indianola, IA 50125

Questions? Call Toll Free: 1.877.602.6739
Or local in SW Colorado: 1.970.259.6739
Fax: 970.375.6388
E-mail: paul@paullemon.com

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