Client Forms

Please use the links below to download the appropriate forms. The form and brochure are in pdf format and require Adobe Acrobat to view. The Cash Flow Worksheet can be downloaded as an Excel file or pdf from Google Docs.

Client Questionnaire and Document Needs List (pdf)

Cash Flow Worksheet for Personal Expenses

Please use the link below to download Curtis Financial Planning’s firm brochure (Form ADV). This brochure provides information about the qualifications and business practices of Curtis Financial Planning.

Curtis Financial Planning Firm Brochure (Form ADV)

If you have any questions about the contents of the brochure or the client questionnaire, please contact us at 510-451-3528 or cathy@curtisfinancialplanning.com.