Downloads

Please select one of the options below to download the appropriate form. Please note: to view and print PDF forms, you must have the free Adobe Acrobat Reader (version XI or higher) installed on your computer.

Files

• Timothy Financial Counsel Client Questionnaire
• Living Expense Worksheet
• 2018-05 ADV Part 2A&B mini

For existing clients, select one of the insert sheets below to download. Please print or save file to your computer.

TFC Organizer Files

• Contact List
• Net Worth Summary
• Statements
• Life Insurance
• Beneficiary Designations
• Estate
• Tax Return