investment advice and financial services Fiscal Fitness Verona and Madison WI

Client Forms

Confidential Questionnaire
Fill out this form and return it before our initial meeting. You can mail a hardcopy, fax, or email it back to us beforehand (contactus@fiscalfitnessmadison.com).

Risk Tolerance Profile
This form assesses your risk tolerance, so we get an idea of what strategies and investments may suit you best.

Advisor Questionnaire
This questionnaire will help you determine if your financial advisor is a fiduciary, and therefore obligated to act in your best interest.

ADV II/ Schedule F
As a registered investment advisor, this is our required filing with the state of Wisconsin securities department. It describes the general operation of our firm. It is updated and offered to our clients annually.

You may need the following software to view these forms:

 Adobe Reader (for PDF files)
 Word Viewer 2003 (for DOC files)

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