Client Forms

Form ADV Part 2
Advisor disclosure form filed with the New York State Attorney General's Office.

Confidential Questionnaire
A fact finding form used for evaluating a client's current financial status.

Risk Tolerance
Help us match your investments to your risk tolerance and time horizon.

Cash Flow Questionnaire
A form used to help determine the starting point of your spending habits.

New York State Health Care Proxy
Provided by NYS to help others make your medical decisions, if needed.

Financial Advisor Interview Questionnaire
Contour Financial Planning's answers to important interview questions.

Financial Advisor Interview Questionnaire
A blank interview form for your research needs.

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