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Community Investing Achiever in the Social Investment Forum 1% For Community campaign since 2002. Calvert Foundation Advisor of the Year in 2004. Learn more!

(Network Services Member)

Financial Review Just print it, complete it, and mail or fax it back in time for our scheduled consultation.

On Being a Good Client Learn what makes for a successful advisor-client relationship. Also essential information on protecting yourself from identity and other fraud.

Your Financial Planning Experience Gives a pretty good idea of how the financial planning process works.

Advisory Fee Schedule Please call us to discuss or clarify anything.

Periodic Newsletters

Recent periodic update letters to clients.
April 2010, January 2010, November 2009, July 2009, April 2009, January 2009, October 2008, July 2008, April 2008, January 2008, October 2007, July 2007, April 2007, January 2007, October 2006, July 2006, April 2006, January 2006, October 2005, July 2005, April 2005, January 2005. And a couple not so recent April 1989-1999.

First Affirmative Financial Network Affirmative Thinking Client Newsletter

First Affirmative Financial Network Market Commentary

KMS Client Quarterly newsletter

Supplemental Material

KMS ADV Part II and Schedule F

Client filing and record keeping suggestions. This document gives some general guidelines. Please verify details for your own situation with your attorney and/or tax advisor.

Useful Resources

The Aging with Dignity "Five Wishes" advance medical directive (living will) and health care agent designation form.

Note: Some of these documents are in the standard Adobe Acrobat ".pdf" format. If you haven't done so already, you can download and install the free reader from Adobe.com. Let us know if you would rather have us mail a printed copy of anything to you.