Broker Check

IT ALL STARTS WITH A PLAN

<span><strong>FINANCIAL PLANNING:<br/>WHAT'S NEXT AND GETTING STARTED</strong></span>

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.

WHAT WE NEED FROM YOU:


[ 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.


TALK WITH ONE OF OUR CERTIFIED FINANCIAL PLANNERSTM 
TO LEARN MORE ABOUT DEVELOPING YOUR CUSTOMIZED FINANCIAL PLAN.



YOUR ROADMAP FOR PURSUING FINANCIAL INDEPENDENCE

Our Process


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

Our Values


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


Our Resources


Working towards
financial freedom.


STEP #4:
PURSUE YOUR ULTIMATE GOAL


TOGETHER WE CAN:
Navigating Your Financial
World, Together.


Password Journal


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.


Client Centered

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]

Form ADV is officially called the Uniform Application for Investment Adviser Registration and Report by Exempt Reporting Adviser. Any investment advisor that manages more than $25 million must submit this registration document to the U.S. Securities and Exchange Commission and to state securities authorities.