BP Financial Planning


©2008 Bhutani-Palmin Financial Planning LLC.
All rights reserved.

BP Financial Planning

Member of the Garrett Planning Network

Member of National Association of Personal Financial Advisors
Hourly, as-needed financial planning and advice

 
 


Client Forms



» CONFIDENTIAL CLIENT QUESTIONNAIRE IN PDF FORMAT

» CASH FLOW QUESTIONNAIRE IN WORD FORMAT

» PRIVACY POLICY

CHOOSING A FINANCIAL PLANNER

Planning on interviewing more than one financial planner? This is often a good idea to find the best person to establish a relationship with. The two documents below may help you. The first is a set of questions all financial planners should be happy to answer for you. It is a blank form you could ask each person to complete or take it with you to the interview as a set of questions. The second is Lydia and Neerja’s answers to the questions. Remember, Bhutani-Palmin Financial Planning offers a free Get Acquainted consultation. Call today: Lydia at 510.698.6309 or Neerja at 925.262.8445.

» Blank Questionnaire: Financial Advisor Interview Questions in PDF Format

» Bhutani-Palmin's answers: Financial Advisor Interview Questionnaire in PDF Format




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