Glossary Terms > F.O.R.M. planning (1 entry)

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  • What is F.O.R.M. planning?
    A financial planning technique (abbreviation/acronym "FORM"), that Vickery Creek uses to help determine how investors should allocate their assets. First, the F amily dynamics and the goals and objectives of ...

Sources of definitions:

FINRA website, investor words . com, US Legal definitions, MSRB website, dictionary . com, SEC website

Vickery Creek Capital Management is not responsible for the accuracy of the definitions herein; this glossary is intended to assist clients and prospective clients in better understanding financial and investment terms.  It is the responsibility of the individual to fully understand the specifics associated with investment terms that relate to their situation.