LET'S GET STARTED
Once you've spoken with one of our experienced CERTIFIED FINANCIAL PLANNERS™ and you want to proceed with developing a customized strategic financial plan... you're ready to get started!
The downloadable documents listed below provide the necessary information that is needed to begin the process.
[ 1 ] Download the Documentation Checklist and gather the requested items.[ 2 ] Download the Personal Profile Worksheet and Expenses + Household Budget Worksheet and complete with as much detail as possible.[ 3 ] Download the Risk Tolerance Questionnaire and complete.
[ 4 ] Send the completed items to us.
Completed forms, along with requested items from the documentation checklist, can be sent to us via one of the following methods:
- Printed and mailed via USPS, FedEx or UPS- Hand delivered to the office- Uploaded to our secure ADVICEWORKS portal (to access ADVICEWORKS, please contact us for additional information.)
Important Note:The PDF documents can be downloaded and saved to your computer to be filled out electronically or printed and manually entered.
YOUR ROADMAP FOR PURSUING FINANCIAL INDEPENDENCE
Who we are. What we do. How we can help.
STEP #1:START WITH A VISION
UNIQUE PERSPECTIVE:Taking a Holistic View of Your Finances.
Pursue Your Goal
Get to Know the Team
Menu of Financial Services
Why Choose a Certified Financial Planner
Let's get started on your financial plan.
STEP #2:CREATE A STRATEGIC PLAN
STRATEGIC PLANNING:Developing a Roadmap for Success.
Personal Profile Worksheet
Expenses + Household Budget Worksheet
Risk Tolerance Questionnaire
Customer Relationship Summary [CRS Form]
Things to Consider Before Making an IRA Rollover
Teamwork for the journey ahead.
STEP #3:FIND AN EXPERIENCED GUIDE
DYNAMIC PARTNERSHIP:Working Together to Pursue Your Financial Goal.
Getting Started with ADVICEWORKS
Getting Started with NETXINVESTOR
Important Account Information
Working towards financial freedom.
STEP #4:PURSUE YOUR ULTIMATE GOAL
TOGETHER WE CAN:Navigating Your FinancialWorld, Together.
A Helpful Guide to Organizing Your Financial Records
Seven Point Financial Wellness Checkup to Inspire Lasting Financial Change
The Finest Compliment We Can Receive
If you have any questions, one of our Client Relations team members are available to assist you.Feel free to call us at 603-296-0063.
SEC + FINRA Requirements:
ADV Supplement - Stacey Blodgett + Regina Kozsan [ENSEMBLE]
ADV Supplement - Cetera - Part 2A + Part 2B
ADV Supplement - Cetera Advisors - Part 2A
Uniform Application for Investment Adviser Registration [ADV]