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Follow the simple steps below.
Step 1) Click here to download the interactive ITFP Questionnaire. (May take a minute to load) – You can save it to your “My Documents”
Step 2) Once downloaded, open file called “Financial Planning Questionnaire”
Step 3) Now that the file is opened, you can complete the questionnaire.
Step 4) When finished, save file and return to ITFP as an attachment or bring to your appointment, if applicable. We recommend uploading your documents to an individual ShareFile, which we can create for you. If you are unable to use ShareFile please fax, mail or drop off your documents at our office. If you do not currently have a ShareFile setup, please contact us at 215-354-0500 and we will set up your secure individual ShareFile.