We’ve created the following documents to help guide our clients through the financial planning process. We invite you to download and review or complete each.
- The Financial Planning Process at Harmony Financial
- Harmony Financial Personal Financial Questionnaire
- Harmony Financial Document Checklist
- Your Communication Style Questionnaire
- The WIT (When In Transition) List
- The Case for a Formal Financial Transitions Process
Free Reader Software
With the free Adobe® Acrobat® Reader® software, you can view and print Adobe Portable Document Format (PDF) files. If you do not already have Microsoft® Word®, Excel® or Power Point® installed on your computer, the viewers enable you to view and print Word documents, Excel spreadsheets and Power Point presentations. If you already have Word, Excel or Power Point installed on your computer, you do not need to download these viewers. To download any of these free programs, click a link below:
Link to Schwab Alliance