Downloads
This agreement describes the financial planning terms and conditions for asset management clients. It provides a description of the financial planning services and the responsibilities of SWM and the client.
This agreement is for hourly financial planning. It describes our hourly financial planning services, the cost, and the responsibilities of SWM and the client.
This agreement is for asset management. It describes our asset management services, the fees, and the responsibilities of SWM and the client.
Before we set up a FREE introductory meeting, we ask prospective clients to fill out this short questionnaire and fax it (or mail it) to our office. It helps us to evaluate whether we can add value to your financial situation.
This is a quick questionnaire that is used to gather data to prepare for client annual review meetings.
This form allows us to streamline the process for our clients by opening the line of communication between our firm and our clients’ tax professionals.
