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You will receive an email from Precise FP containing the Asset Management Agreement (AMA). Signing this agreement is not mandatory before working with a potential client, but it is required to send you the Form ADV, which is included in the AMA. The Form ADV serves as a brochure, providing key disclosures about the company's practices, fees, and any past disciplinary actions. The AMA is divided into two parts: Part One includes critical disclosures, while Part Two offers a narrative about the firm, detailing services, investing approaches, and potential conflicts of interest. If you are married, both spouses must log into their separate emails to sign the agreement individually.