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Confidential Questionnaire Form Risk Tolerance Questionnaire Documentation Checklist Cash Flow Worksheet Payment Options Tax Preparation Checklist Income Tax Organizer (coming soon) Evergreen Documents Privacy Policy Disclosure Statement Evergreen Financial Planning ADV II.pdf Fee Schedule  Adobe Acrobat Reader Microsoft Excel Viewer Microsoft Word Viewer  Microsoft PowerPoint Viewer With the free Adobe® Acrobat® Reader® software, you can view and print Adobe Portable Document Format (PDF) files. If you do not already have Microsoft® Word®, Excel® or Power Point® installed on your computer, the viewers enable you to view and print Word documents, Excel spreadsheets and Power Point presentations. If you already have Word, Excel or Power Point installed on your computer, you do not need to download these viewers. To download any of these free programs, click a link above.Client_Forms_files/Confidential%20Questionnaire%20Form.pdfClient_Forms_files/Risk%20Tolerance%20Questionnaire.pdfClient_Forms_files/Documentation%20Checklist.pdfClient_Forms_files/Cash%20Flow%20Worksheet.pdfPayment_Options.htmlClient_Forms_files/Test%20Preparation%20Checklist.pdfClient_Forms_files/Privacy%20Policy.pdfClient_Forms_files/Disclosure%20Statement.pdfClient_Forms_files/Evergreen%20Financial%20Planning%20ADV%20II.pdfFee_Schedule.htmlhttp://www.adobe.com/products/acrobat/readstep2.htmlhttp://get.adobe.com/reader/http://www.microsoft.com/downloads/details.aspx?FamilyID=c8378bf4-996c-4569-b547-75edbd03aaf0&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=1CD6ACF9-CE06-4E1C-8DCF-F33F669DBC3A&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=3657ce88-7cfa-457a-9aec-f4f827f20cac&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=048DC840-14E1-467D-8DCA-19D2A8FD7485&displaylang=enhttp://livepage.apple.com/shapeimage_3_link_0shapeimage_3_link_1shapeimage_3_link_2shapeimage_3_link_3shapeimage_3_link_4shapeimage_3_link_5shapeimage_3_link_6shapeimage_3_link_7shapeimage_3_link_8shapeimage_3_link_9shapeimage_3_link_10shapeimage_3_link_11shapeimage_3_link_12shapeimage_3_link_13shapeimage_3_link_14shapeimage_3_link_15

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Marietta

678 - 763 - 1372

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912 - 373 - 6698

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770 - 514 - 2996

Email:  Teri@EvergreenPlanning.org

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Teri Tornroos EA, CFP®