New Client Forms
After you have spoken with one of our Advisors and have chosen to partner with Summit, the following documents will assist you in preparing for our initial Data Gathering Meeting:
- Personal and Family Information
- Cash Flow Worksheet
- Data Gathering Checklist
- FinaMetrica Risk Tolerance Questionnaire
- Instructions in the Event of Incapacity
- ADV Part I
- Form ADV Part 2A (Firm Brochure)
Summit Financial Strategies is regulated by the Federal Securities and Exchange Commission (SEC).