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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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