Forms

Client Disclosure Brochure (Form ADV Part II)
Registered investment advisor firms are required to provide prospective and current clients a disclosure brochure, or Form ADV Part II. This brochure outlines important information about Table Rock Financial Planning, including business methods, fees, professional qualifications and potential conflicts of interest.

• Client Disclosure Brochure

Confidential Questionnaire
In preparation for working together, please download and complete this confidential questionnaire prior to our first meeting. Please don't be intimidated by the amount of information needed—do your best in a reasonable amount of time. If a few items are missing, we can still get started. The goal is to facilitate a productive discussion during our get-acquainted meeting, allowing us to determine your most significant planning needs.

• Confidential Questionnaire

Client Services Agreement
Prior to engaging Table Rock for either financial planning or investment management services, a written contract is typically required. This agreement sets forth the scope of the services to be provided, the terms and conditions of the engagement, and fees.

• Financial Planning Agreement
• Investment Management Agreement

Privacy Policy
Table Rock Financial Planning is committed to safeguarding the confidential information of all current, former, and potential clients.

• Privacy Policy