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The following financial planning worksheets are available for download.  Please download the specific worksheet your advisor instructed you to complete. These forms might take a moment to load in after being selected.

These worksheets are provided exclusively for the benefit of the client and the planning efforts of CFG. Nothing on the CFG website should be construed as a solicitation or offer, or recommendation to acquire or dispose of any investment or to engage in any other transaction. CFG does not render or offer to render personal investment advice or financial planning advice through our website. The worksheets represented do not reflect approval nor acceptance by the listed organizations, and specific advice is only applicable within the context of our contractual agreements with each client. The CFG website, and listed worksheets, is for your information only and is provided without charge. Advice may only be rendered after delivery of Form ADV Part II (or designated brochure), the execution of a financial planning agreement and/or investment management agreement by the client and the initial payment of any agreed upon investment advisory or financial planning fee or retainer by the client to CFG.