Client Forms
Download and fill out requested forms from the links below . Only complete the forms specified in the email we sent to avoid any unnecessary paperwork. For couples, input from both parties is required.
- Fundamentals — Insurance Form (DOCX, 85 KB)
- Fundamentals — Estate Form (DOCX, 77 KB)
- Current Finances — Net Worth Form (DOCX, 83 KB)
- Current Finances — Cash Flow Form (DOCX, 86KB)
- Goals — Retirement Planning Form (DOCX, 93 KB)
- Goals — Education Planning Form (DOCX, 80 KB)
- Goals — Purchase of Rental Property Form (DOCX, 123 KB)
- Goals — Purchase of Business Form (DOCX, 121 KB)
- Goals — Purchase of New or Vacation Home Form (DOCX, 110 KB)
- Goals — Purchase of Car, Wedding, Vacation, or Other Misc Goal Form (DOCX, 82 KB)
- Asset Allocation-Volatility Tolerance Questionnaire (DOCX, 107.59 KB)
- Meeting With Contour Financial-Introductory (DOCX, 79.75 KB)
- Third Party Client Authorization (DOCX, 79.75 KB)
This form authorizes us to speak with the client's attorney, accountant or other designated professional.
We are required to provide written disclosures and policies of how our firm operates. Questions regarding these policies should be directed to Egon Menker , who is the compliance officer for Contour Financial.
- Disclosure & Policy — Form ADV Part Two (PDF, 211 KB)
- Disclosure & Policy — Manual (DOCX, 90 KB)
In addition to the Form ADV Part Two above, this manual contains additional policies by which Contour Financial operates.
