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You will receive an additional email from Precise FP that includes our Asset Management Agreement (AMA). Signing this agreement is not obligatory before working with a potential client. However, it is required to send you Form ADV, which is included in the AMA. This document acts as a brochure for insight. Part one provides disclosures about key information regarding our company, including business practices, fees, and any past disciplinary actions. Part two offers a narrative about our firm, detailing our services, investment approach, and potential conflicts of interest. If you are married, each spouse must log into their own email to sign the agreement separately.