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Personal Money Planning Documents
Any person who provides investment advice for a fee must register with either the Federal Securities and Exchange Commission (SEC) or their State Securities Board. Which one depends on a variety of factors, but mainly comes down to the size of the advisory company. Form ADV Part II or its equivalent (we call ours the Disclosure Document) contains information that the federal government, state securities board, and Personal Money Planning, LLC deem important for you to know. It describes the firm, its principal parties, and the services provided to clients. We encourage you to read it in its entirety. If you have any questions on this form, the information it contains, or about Personal Money Planning, LLC, please contact us.
Our most popular service includes monitoring a client's investments on an ongoing basis, adjusting their portfolios as needed, and advising based on changes in the economy and the client's life.
This is our basic contract and covers hourly services. This may be just a quick meeting to discuss an isolated need or an in-depth comprehensive financial planning engagement.
Our financial coaching program helps clients establish goals and learn tools to create beneficial financial habits.
This is the device we use, in addition to interviews and a review of investing experience, to determine a client's risk tolerance. This is critical in designing an appropriate portfolio for their unique situation.
Monthly Market Monitor
Each month, Eaton Vance produces this Market Monitor to keep us up to date. 20190500 Monthly Market Monitor.pdf
Texas Estate Planning Primer: This 13-page booklet is written by Wichita Falls' estate planning attorney Erwin Davenport. It is chock full of useful, easy-to-understand information about Texas estates.