Client Forms

So that our time in our initial consultation is well spent, it is beneficial for you to gather some information and complete some paperwork ahead of time. Please download and complete these forms, and bring the forms and the requested information to our first meeting.

Financial Planning Checklist 2021

This document includes the list of items we need to create a financial plan that works for you.

Financial Planning Agreement

This agreement is the first step in working with New Dimensions and begins our financial planning engagement with you.

Wealth Management Agreement

This agreement starts the Wealth Management engagement with New Dimensions.  It allows us to manage your investment assets along with providing you with ongoing financial planning guidance.