In order to efficiently complete a custom financial plan for you, Duncan Financial Planning, LLC must obtain a clear understanding of your current situation.
Here is a link to an online questionnaire that will help you organize your information for our initial consultation: https://prod.precisefp.com/PreciseFP/cq/index.html?id=4cda005d3de1 .
To view a short tutorial regarding the questionnaire before you complete it click here: https://prod.precisefp.com/PreciseFP/client_tutorial_demo/
If you are more comfortable with written questionnaires, you may print out and complete the following:
