Financial Profile Questionnaire

Financial Profile Questionnaire
Thank you for your interest in working with Cambridge Financial Group, LLC. Before you book your first meeting, we ask that you provide some preliminary information. Upon completion of this form, it will be sent to our team, and you will receive a link to schedule a 30-minute introductory phone consultation with an advisor.

The phone consultation will provide you the freedom to ask about our services as well as give CFG the opportunity to learn more about your situation. If after this call you would like to move forward, we will schedule your 2-3-hour financial review to delve into your most pressing financial questions. The fee for a financial review is $2,000. After the financial review we will have ample information to quote you for ongoing, comprehensive financial planning services including investment management, tax preparation, cash flow management, etc.

Our ongoing 'Standard Retainer' financial planning services start at a minimum annual fee of $5,000 (actual fee is based on income, net worth, and complexity of situation). The $2,000 financial review fee will be applied to your first-year Standard Retainer fee if signed on within 30 days of your review appointment. If your situation does not warrant the Standard Retainer fee, we would be happy to provide referrals to other financial professionals and resources for your consideration.
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Contact Information

Page 1 of 10
Primary Client Information
First Name
Last Name
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Cell Phone
Please enter a valid phone number.Format: (000) 000-0000.
Work Phone
Please enter a valid phone number.Format: (000) 000-0000.
Best Number
Date of Birth
Do you have a spouse / partner that will participate in the financial planning process?
Co-Client Information
First Name
Last Name
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Cell Phone
Please enter a valid phone number.Format: (000) 000-0000.
Work Phone
Please enter a valid phone number.Format: (000) 000-0000.
Best Number
Date of Birth

Family Information

Page 2 of 10
Family Information

Please list the following for each immediate family member or dependent
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Thank you for taking the time to complete our profile. Someone from our team will be in touch shortly with next steps.

-Cambridge Financial Group
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Contact Information