Freedman Financial Planners - Designing a Path to Your Dreams contact Freedman Financial Planning
Freedman Financial Planning

Client Forms

You may be asked to fill out one of these forms prior to our initial meeting.


Confidential Questionnaire

Cash Flow - Single Income

Cash Flow - Dual Income

Serving the greater South Bay area
(408) 930-3195

Investment advisor representative of and investment advisor services offered through Garrett Investment Advisors, LLC, a fee-only SEC registered investment advisor, tel: (930) FEE-ONLY.  Freedman Financial Planning may offer investment advisory services in the State of California and in other jurisdictions where exempted.