Initial Meeting Document List

A list of documents to bring to the initial meeting.

(InitialMeetingDocumentList.doc)

(InitialMeetingDocumentList.pdf)

Data Organizer

A form that lets us know more about you.

(BuffCapitalDataOrganizer.doc)

(BuffCapitalDataOrganizer.pdf)

Budgeting:

Cash Flow Worksheet

(CashFlow.xls)

(CashFlow.pdf)

Net Worth Worksheets

(NetWorth.xls)

(NetWorth.pdf)

Form ADV & NAPFA Q&A

Form ADV II

Gives information about the investment adviser and its business for the use of clients.

(Form ADV II 14FEB2006.pdf)

NAPFA Financial Advisor Interview Form

A questionnaire printed by NAPFA with answers relating to Buff Capital Management.

(GaylesNAPFAFinancialPlannerInterview.pdf)