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 PLANNERS^TM
TO LEARN MORE ABOUT DEVELOPING YOUR CUSTOMIZED FINANCIAL PLAN.

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

Documentation Checklist

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 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.

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.