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Financial Planning and Investment Advisory ContractClient:33308 13th Pl S. #3 Federal Way, Washington, 98003 (253) 8389703 clients@JarvisFinancial.com Updated: 2/15/2020The undersigned (Client), being

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What is financial planning and investment?

Financial planning and investment involve strategizing and managing one's financial resources to achieve specific life goals, including savings, retirement, and wealth accumulation.

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Individuals and entities that engage in investment activities or manage financial resources, including taxpayers, businesses, and investment firms, are typically required to file financial planning and investment documents.

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To fill out financial planning and investment documents, gather all relevant financial information, assess your financial goals, complete the required forms accurately, and ensure that all details are up-to-date.

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The purpose of financial planning and investment is to help individuals and businesses allocate resources effectively, minimize risks, achieve financial objectives, and secure long-term financial stability.

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Information typically required includes income, expenses, asset holdings, liabilities, investment accounts, and personal financial goals.

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