Financial Planning Confidential Questionnaire:

Our confidential client questionnaire asks basic information about your finances and family situation. Once we have reviewed your completed questionnaire, we can then offer some observations about how we can be of service, and what our fee will be.

Step 1: Print out the Client Questionnaire .

Step 2: Mail your completed questionnaire to:
The Doherty Professional Association
Attention: Brian Doherty, J.D., LL.M., CFP
161 Fox Den Circle
Naples, FL 34104

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The material contained herein is not intended to constitute legal or financial advice. Accordingly, all decisions with regard to legal and/or financial matters should only be made after an individual's specific circumstances have been evaluated by a competent professional.

The hiring of a lawyer is an important decision that should not be based solely upon advertising. Please write to us for a full written disclosure of our firm's experience and qualifications. Mr. Doherty is licensed to practice law in Florida and New Hampshire.

Doherty Professional Association
161 Fox Den Circle Naples, FL 34104

phone: 239-262-4332
toll free: 877-362-7526
fax: 239-262-7454