KJH Financial Services

                                    Dream With A Plan

                                                       "A Dream Without a Plan is only a Wish"1

 

 

 

 

 

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Client Forms

Individual Solutions

    Initial Visit Forms -- Please download and bring these forms to the first meeting.

                                      Just click on the name below to access the forms.

       --> Initial Meeting Document

        -->  Data Organizer

 

    Tax Preparation Forms

        -->  Tax Preparation Form

 

    Investment Management of Funds by KJH

        -->  Investment Questionnaire

 

      Other Forms

        -->  Long-Term Care Comparison Worksheet

 

Business Solutions

        -->  Initial Business Form

        -->  Business Plan Document

 

 
 

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1 Willye White, Olympic silver medalist ('56 and '64) and motivator behind Chicago's Robert Taylor Homes Girls Athletic Program.
Copyright © 2013 all rights reserved.     ADV Part II

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KJH Financial Services | Registered Investment Adviser | Kimberly J. Howard, CFP®, CRPC®, ADPA®| Needham, Ma 02494 | 781.413.4879

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