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Client Forms

  • CONFIDENTIAL QUESTIONNAIRE
    In preparation for our Get Acquainted meeting, please download and complete this Confidential Questionnaire by clicking the above link. It is a PDF document that, after downloading, you can complete on your PC, save, then email back to me. You can also print out the blank form and compete it by hand. Don't be intimidated by the amount of information needed — complete it to the best of your ability. If a few items are missing, we can still get started on creating a roadmap to your financial future.

    Note: Some web browsers will display the form, but not let you fill it out within the browser. You must download it to your computer to fill it out.

    Apple/Mac users, don't use Preview.app: After downloading the file to your computer, you can NOT fill out the form using the computer's default Preview.app. Use either Adobe Reader.app or Adobe Acrobat.app. After you open the file, in the upper left corner of your monitor, you should see the apple icon followed by the word Reader or Acrobat, NOT Preview. If it says Preview, quit the app. Then right-click on the file's icon to get the contextual menu, then select 'Open With', then select either Adobe Acrobat or Adobe Reader. If neither app exists on your computer, you can download Reader free.
  • FORM ADV Part 2A
    Form ADV Part 2A outlines important information about Pathfinder Financial Advisors LLC, our business methods, fees, professional qualifications and all other pertinent business information.
  • PRIVACY POLICY
    The financial advisory field is highly regulated, and financial advisors must provide consumers with a notice of the Firm's privacy policies, practices and procedures. Please click above to download our Privacy Policy.

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