Broker Check

Forms

Once you have decided to work with AJW, there are several forms that you may need to complete. Please contact AJW Financial to obtain the initial documents that pertain to your specific situation. 


  • Client Questionnaire
    If you have completed a similar form for your attorney, please feel free to provide us with a copy of that form instead.




If you have a divorce offer or proposal that you would like help analyzing, it may not be necessary for you to complete the above forms. Simply providing copies of documents from your mediation or divorce settlement sessions may be sufficient. Pleae feel freet o contact AJW Financial regarding your specific situation.