It All Starts With A Plan

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

Let's Get Started on Your Financial Plan.

We strongly believe it is not enough to simply provide investment advice. Instead, we strive to custom design a financial plan that works best for you, and then guide you each step of the way.

We do this through clear and honest communication
to help you pursue financial independence.

WHAT WE NEED FROM YOU

Download and complete the following:

Documentation Checklist

Personal Profile Worksheet

Expenses + Household Budget Worksheet

Risk Tolerance Questionnaire

Important Note:
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

ADVICEWORKS is a secure digital portal that allows you to collaborate better with your financial professional.

If you have any questions, call us at 603-296-0063
and speak with one of our Client Relations team members.

LEARN MORE ABOUT ADVICEWORKS

SEC + FINRA Requirements:

ADV Supplement - Stacey Blodgett + Regina Kozsan [ENSEMBLE]

ADV Supplement - Cetera Advisors LLC - 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.

YOUR ROADMAP FOR PURSUING FINANCIAL INDEPENDENCE

START WITH A CLEAR VISION

CREATE A STRATEGIC PLAN

FIND AN EXPERIENCED GUIDE

PURSUE YOUR ULTIMATE GOAL