Please note: When sending documents to us, please use the secure upload link that can be found under the 'Resources' tab above or your Client Portal if already established.

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, 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 & Stephen

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 us 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. Social Security benefits analysis is dependent on complete information from each client. This form helps us ensure we're getting you all benefits you deserve.

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.

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

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