Leal Financial Planning

Fee-Only Financial Planning and Advice, Hourly As-Needed Services

Client Forms

Confidential Questionnaire - PDF

Confidential Questionnaire - Word

When we meet for our Get Acquainted Meeting, we'll review the important information you provide via this Confidential Questionnaire. Please right click on this file and "Print Target." 


As a Registered Investment Advisory firm, we are required to provide our clients with Part II of Form ADV upon our initial engagement and to offer it to you on an annual basis.

With the free Adobe® Acrobat® Reader® software, you can view and print Adobe Portable Document Format (PDF) files.  To download any of these free programs, click a link above.

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