Client Forms

Please use the link below to download the appropriate forms. All forms is in pdf format and require Adobe Acrobat to view.

New Client Questionnaire & Document Needs List (pdf)

Please use the link below to download Curtis Financial Planning's firm brochure (Form ADV part 2A). This brochure provides information about the qualifications and business practices of Curtis Financial Planning. If you have any questions about the contents of this brochure, please contact us at 510-451-3528 or cathy@curtisfinancialplanning.com.

Form ADV Brochure (pdf)