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Client Resources

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New Client Intake Form

Financial Well-being Scale (FWS)

Money Beliefs Assessment (KMSI-R)

Financial Self-Efficacy Scale (FSES)

Spending Plan Worksheet

Investment Risk Tolerance Quiz

Financial Coaching Session Rating Scale

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This website is provided “as is” without any representations or warranties, express or implied. Dylan L. Ross makes no representations or warranties in relation to this website or the information and materials provided on this website. Nothing on this website constitutes, or is meant to constitute, advice of any kind. Dylan L. Ross will not be liable to you in relation to the contents of, or use of, or otherwise in connection with, this website. By using this website, you agree that the exclusions and limitations of liability set out in this website disclaimer are reasonable.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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