Fee Only Financial Planning Forms
The following forms and worksheets may be helpful as you research fee-only financial planners and/or arrange your 30-minute consultation with Financial Service Group.
- Questions to ask financial planners to determine how they are compensated.
- Field Guide for Financial Planning provides useful information when looking for a fee-only financial planner
- The FSG Initial Consultation Questionnaire helps us learn more about you in advance of our initial consultation.
- Complete this brief Financial Wellness survey to help clarify how satisfied you are with various aspects of your personal well-being.
- The Life Goals Worksheet allows you to prioritize goals in different areas of your life.
