Client Forms

Client Forms

Client Consultation Forms

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Credit Card ACH Instructions

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Customer Relationship Summary / CRS

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Document
Checklist 1

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Document
Checklist 2

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Expense
Worksheet

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Fee-Based Financial Planning Process

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Financial Planning Services Contract

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Risk Tolerance Questionnaire

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Kathie Okun ADV, Part 2b

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Emrich Stellar ADV, Part 2b

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LFA Asset Management Programs, Retirement Plan Services and Other Advisory Services ADV, Part 2A LFN 11323

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LFA Financial Planning ADV, Part 2A LFN 11325

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LFA Premier Plus Wealth Management Program ADV, Part 2A LFN 11329

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