The better that we understand you and your situation, the better the planning outcome. The faster we can assimilate your information the less costly the planning process. The most efficient method is to provide your information on the following secure site.
https://prod.precisefp.com/PreciseFP/cq/index.html?id=4cda00563fe0
Most people find the process goes faster if they watch a short tutorial showing best way to enter the information and can be viewed at:
Precise Client Tutorial DemoAs an option to the above, you can download the Client Questionnaire below which is provided in two formats for your convenience. The PDF file is best if you plan to handwrite the information. The Word document is best if you plan to enter the information on your computer. Once you have completed this form you can either email it or fax it to me prior to the “Get Acquainted Meeting.”
Client Questionnaire (MS Word Document)
Client Questionnaire (Adobe PDF)
Related information:
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