Financial Planning Questionnaire
Confidential Personal Financial Plan Questionnaire. Use this form to provide a clear picture of your current financial position. It will help you focus on your most important financial goals and give you the information you need so that you can create a plan of action.
Household Budgeting Worksheet
Use this budgeting worksheet to accurately account for all your household income and expenses. This exercise is a good precursor for any comprehensive financial plan.
Form ADV – disclosure document
The uniform form for use by investment advisors to register and update registrations with the State of Maryland and the Securities and Exchange Commission and other jurisdictions that require advisors to register. The form is also used to comply with SEC Rule 206(4)-4, which obligates investment advisors to disclose relevant financial and disciplinary information to clients.
This Tax Organizer should be used by Chesapeake Financial Advisors Clients and Clients of Tom Taylor, CPA/PFS as a tool for organizing your taxes and to get you thinking of tax items that you may not have considered in the past.
Get a handle on your finances the free and fast way. Mint does all the work of organizing and categorizing your spending for you. See where every dime goes and make money decisions you feel good about.
Gift Cards DO NOT EXPIRE
In Maryland, since July 1, 2006 it is illegal for a merchant to sell gift cards that expire in less than four years, or charge fees/percent of the value of the card each month that diminishes the value of the card.