Client Confidential Questionnaire  
When we meet for our Get Acquainted Meeting, we'll review the important financial information you provide via this confidential questionnaire.

 Form ADV Part II  
As a Registered Investment Advisory firm, Townsend Financial Planning, LLC is required to provide you with Part II of Form ADV upon the initial engagement and to offer it to you on an annual basis. This will include the attached Schedule F.

Privacy Policy 
Townsend Financial Planning treats your privacy as a top priority. View the policy to learn more. This policy must be provided to clients on an annual basis.

Sample Contract  
This is a copy of the firm’s standard client service agreement

Click to download free Adobe Acrobat Reader  
With the free Adobe® Acrobat® Reader® software, you can view and print the above Adobe Portable Document Format (PDF) files.

 COMPLIANCE DISCLOSURE  All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Melody W. Townsend, Principal, Townsend Financial Planning, LLC or her editorial staff. Information, resources and material offered are believed to be from reliable sources, and no representations are made as to their accuracy or completeness. Townsend Financial Planning, LLC has no control over the accuracy or content in websites found through the links within. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-only financial planning and investment advisory services are offered by Townsend Financial Planning, LLC, a registered investment advisory firm in the state of Kentucky. The presence of this website on the internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell securities or investment advisory services to residents of any state other than the state of Kentucky or where otherwise legally permitted or where an exemption or exclusion from such registration exists. We are legally empowered to provide investment advisory services to residents of Kentucky.

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