To access forms, click on the name of the form. All of the following forms require a free pdf reader to open them. Click here to download Adobe Acrobat Reader for free if needed.
This questionnaire is completed by new clients and submitted in advance of the initial consultation. KFP Confidential Questionnaire
The privacy policy details our company’s procedures for handling your confidential information. Privacy Policy
For our clients, a Financial Directive to name a designated contact if we notice a decline in financial decision making capacity.