let’s make sure you have what you need.
While most of our forms are digitized and web secure, sometimes your client might prefer to see some good old fashioned paper, that’s cool too.
Within the BOX Core Planning Shared Drive, you’ll find a Folder titled “Example Materials” In there, you’ll be able to access document versions of:
Advisory Agreement
Investment Policy Example
Action Items Example
Meeting Agenda
Along with all the Intake Forms