Forms & Documents

Simple. Straightforward.

We know your time is valuable. We make it easy on you.

At Partners in Financial Planning, we want you to have the resources to make an informed decision. We care about your financial wellness; where you are and where you are going.

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SEC Disclosure Statement

Partners in Financial Planning, LLC (referred to as “PIFP”) is a U.S. Securities and Exchange Commission Registered Investment Advisory firm. We do not render or offer to render personalized investment advice or financial planning advice through this medium. This medium is limited to providing you with general information on our services and provides a way for you to contact us. Advice can only be rendered after all of the following conditions are met:

  • Delivery of our Form ADV Part II and Form CRS to you. You can view our current ADV Part II here: Download ADV Part II and you can view our Form CRS here: Download Form CRS
  • Execution of an Investment Advisory and/or Financial Planning Engagement Agreement between us.
  • Payment of the planning retainer fee or investment advisory retainer fee by you to PIFP.

Legal Disclosure

The information in this web site is based on data gathered from sources which we believe to be reliable. It is not guaranteed as to accuracy, does not purport to be complete and is not intended as the primary basis for investment decisions. Additionally, it should not be construed as advice meeting the particular investment needs of any investor. All references made to investment or portfolio performance are based on historical data; one should not assume that this performance will continue in the future.

We care about you and where you are going.

You dream it. We plan it. You live it.