Financial Peace of Mind for Women
and the Creative Community.

Where to start

Client Forms

Please use the links below to download the appropriate forms:

New Account Applications

New Account Application Individual Joint PDF
New Account Application Retirement PDF

AGF Advisors Firm Brochures

Please use the link below to download AGF Advisors Informational Brochures (Form ADV Part 2 A and B). This brochure provides Information about the qualifications and business practices of AGF Advisors. If you have any questions about the contents of this brochure, please contact us at 949-395-6576 or

AGF Advisors Informational Brochure (Form ADV Part 2 A) PDF
AGF Advisors Supplemental Brochure (ADV Part 2 B) PDF

Financial Planning Forms

Personal Net Worth Worksheet
Financial Inventory Worksheet