Four Ponds Financial Planning - Falmouth - Bourne - Upper Cape

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Client Forms

Client questionnaire
When we meet for our Get Acquainted Meeting, we'll review the
important financial information you provide via this confidential questionnaire.

Cash flow questionnaire
This form is used to outline your monthly income and expenses.

Form ADV Part II
As a Registered Investment Advisory firm, Four Ponds Financial Planning is required to provide you with Part II of Form ADV upon the initial engagement and to offer it to you on an annual basis. Includes the attached Schedule F.

Privacy policy
Four Ponds Financial Planning treats your privacy as a top priority. View the policy to learn more. This policy must be provided to clients on an annual basis.

Sample contract
This is a copy of the firm’s standard client service agreement.

What's New

Read David McPherson's answers to retirement planning questions posed by viewers of "World News with Charles Gibson" on ABC.

Read David's comments in this Cape Cod Times story about the impact of economic news on individual investors

Watch what the Today show said about fee-only financial planning and the Garrett Planning Network on Jan. 25, 2008.

Listen to David McPherson's Jan. 4, 2008, appearance on the Investing Revolution radio show on WBAP.com in Dallas.

Net Gains

The Net Gains Blog