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You will receive an email from Precise FP containing our Asset Management Agreement (AMA). Signing this agreement is not mandatory to work with us. Before engaging with a potential client, the Form ADV, included in the AMA, must be provided. This form acts as a brochure for our company. Part one contains disclosures about key information such as 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 married, each spouse must log into their own email to sign the agreement separately.