Forms

FINANCIAL LIFE CHECK-UP

This tool helps raise awareness of your current financial situation as well as to prioritize your short and long-term goals. This document can serve several purposes. First you will be able to clarify your satisfaction in various areas of your finances, document the planning you are already doing, write out and rank your goals, rank your planning priorities, rank your values, and benchmark your basic financial situation. Secondly, if we work together, this will help me understand more about you, what you are doing, and what is important to you. Click here for PDF version.

FIDUCIARY QUESTIONNAIRE

The Fiduciary Questionnaire is a one-page assessment of whether your financial advisor will act in your Fiduciary interest. The Fiduciary Questionnaire addresses topics such as your advisor’s compensation, existing and potential conflicts of interest, and outside business interests.
 

COMPREHENSIVE FINANCIAL PLANNING CHECKLIST

This checklist provided by the National Association of Personal Financial Advisors (NAPFA) can be used as an initial screening tool when considering a financial advisor. This tool gives you some basic questions to ask to help eliminate those advisors that will not suit your needs. For additional questions, please visit the Frequently Asked Questions page.

FINANCIAL DOCUMENTS CHECKLIST

This document will help you gather and organize the financial documents that will be necessary to provide.

FORM ADV

As a Registered Investment Advisor in New Jersey, New York, and California, Portnoff Financial LLC is required to offer Part II of it's disclosure document known as a Form ADV to all clients. This disclosure documents explains the professional services provided and the manner in which those services are made available to clients. A copy of this document is provided to all clients prior to, or along with the execution of any advisory agreement.

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