Privacy Policy

Financial Plan, Inc Notice-of-Privacy-Practices (1)

ADV Part 1

ADV Part 1 (AA Filed 3.28.20)

Form ADV (Part II-A)

Form ADV Part 2A (Filed 3.28.20)

Form ADV (Part II-B): James Twining

James Twining ADV 2B 2020 (Final 3.28.20)

Form ADV (Part II-B): David Dick

David Dick ADV 2B 2020 (Final 3.28.20)

Form ADV (Part II-B): Devin Wolf

W.Devin Wolf ADV 2B 2020 (Final 3.28.20)

Form ADV (Part II-B): Nathan Twining

Nathan Twining ADV 2B 2020 (Final 3.28.20)

Form ADV (Part II-B): Gabriel Twining

Gabriel Twining ADV 2B 2020 (Final 3.28.20)

Form ADV (Part II-B): Justin Gross

Justin Gross ADV 2B 2020 (Final 3.28.20)

Client Relationship Summary “CRS”

FP- ADV Part 3 (Filed 6-2-20)