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After the initial meeting, if there is mutual agreement to proceed, an email will be sent within two weeks with the following information:
- The agreement between you and Contour Financial
- A project quotation form, which is used only if you are purchasing hourly non-investment financial planning services
- The Form ADV-Part Two
- Informational forms that we need for you to complete, if applicable
In the meantime until you receive the email, proceed to Get Other Opinions, Disclosure & Policy, and Contract & Provisions tabs that you see on the left. On the sub-tab Contract & Provisions you will see a sample agreement. You will receive a customized agreement in the email. The provisions of the agreement are not emailed, but can be seen likewise under the sub-tab Contract & Provisions. Don't jump ahead however and fill out any of the Final Forms. We may have all your information required, and wish to avoid for you any unnecessary paperwork.
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