These documents get you up and running as a client of Compass Planning. Please read and follow the instructions. Any answers provided in response to these forms will be held in the strictest confidence and not be shared with anyone outside of the Compass Planning office without your permission.

• First Step Documents
  This is a PDF fillable version of our First Step Documents. For your convenience, it may be completed by typing in your responses or printed and filled out. (Available in online, pdf, and word versions.)
  ONLINE version:
  First Step Documents
  (note, link goes to precisefp.com Compass Planning portal)
  
  WORD version:
  First Step Documents Word Document Format (332KB)
  
  
  
• Risk Questionnaire Document
  This Risk Questionnaire (PDF 60KB) is used by Compass Planning, along with other information, to achieve a better understanding of a client’s over-all risk tolerance with respect to their goals and timeframe.