Clone of 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.

     

    If you need to come back later to finish the form, click the "Save" button to have a link emailed to you to continue later on. 


    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.

     

  • Contact Information

    Page 1 of 10

  • Primary Client Information

  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • Best Number*
  • Do you have a spouse / partner that will participate in the financial planning process?*

  • Co-Client Information

  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • Best Number*

  • Family Information

    Page 2 of 10

  • Family Information

    Please list the following for each immediate family member or dependent

  • Employment Information

    Page 3 of 10

  • Primary Client Employment Information

  • What types of income do you have?*

  • Primary Client Employee Stock Plans

  • Do you participate in a company stock options plan?*
  • Do you participate in a company stock purchase plan?*

  • Co-Client Employment Information

  • What types of income do you have?*

  • Co-Client Employee Stock Plans

  • Do you participate in a company stock options plan?*
  • Do you participate in a company stock purchase plan?*

  • Financial Satisfaction

    Page 4 of 10
  • Rows
  • Rows

  • Net Worth Information

    Page 5 of 10

  • Assets

  • Primary Client Liabilities

  • Have you received a copy of your credit report recently?*

  • Co-Client Liabilities

  • Have you received a copy of your credit report recently?*

  • Insurance

    Page 6 of 10

  • Primary Client Insurance Coverage

  • Which types of insurance policies do you have?*

  • Life Insurance Death Benefits

  • Co-Client Insurance Coverage

  • Which types of policies do you have?*

  • Life Insurance Death Benefits

  • Estate Planning

    Page 7 of 10

  • Primary Client Estate Planning

  • Which estate planning documents do you have?*

  • Co-Client Estate Planning

  • Which estate planning documents do you have?*

  • Life Transition Survey

    Page 8 of 10
  • Rows

  • Other Information

    Page 9 of 10

  • Taxes

  • Are all federal, state and local tax returns up-to-date and filed on time?*
  • Are any of your income tax filings currently on extension?*
  • Who prepares your taxes?*
  • How did you learn about Cambridge Financial Group?*

  • Objectives

    Page 10 of 10

  • Primary Client Objectives

  • Co-Client Objectives

  • 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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