Katapult Financial Planning is required to provide specific disclosures to our clients on an annual basis. Each year we complete an Annual ADV Amendment filing. The annual filing highlights any material changes to our Form ADV Part 2A Disclosure Brochure (“Disclosure Brochure").
The updated version of our Disclosure Brochure can be found here: ADV Part 2A and 2B
You can also find a copy of our Privacy Policy here: Privacy Policy
Since becoming approved on September 30, 2022, there are no material changes to report. Any material changes made since our previous annual filing will be disclosed in Item 2 in the Disclosure Brochure.
Please note that you can obtain information about our firm and our individual investment adviser representatives, including copies of our Disclosure Brochure, at the Investment Adviser Public Disclosure (IAPD) website address (http://www.adviserinfo.sec.gov/). Our firm CRD# is 322757.