Client Profile – Kara Day, CFP® CLU® EPC™

Name

Phone

Are you married?

Do you have children?

Regarding employment, are you?

Do you have employees?

What are your primary financial planning goals/objectives (check all that apply)(required)

I would like to save for a large expense (Ie: home purchase) I would like help managing my investment accounts I would like to save for retirement I would like to understand what I need to do now financially to prepare for retirement I would like a retirement income plan I would like to protect myself and/or my family against any unforeseen events (Ie: death, illness or injury, job loss) I would like both personal and corporate financial planning

Do you own a home?

Do you have a mortgage?

Do you have personal debt other than mortgage?

What is your family household income?

Do you or your spouse have a group health plan with your employer?

Do you have any insurance outside of your group plan? (check all that apply)(required)

Life insurance Critical illness insurance Disability insurance

Do you or your spouse have a group retirement plan or pension plan with your employer?

What is the approximate value off all your investment accounts other than your group plan?

Are you currently working with an investment advisor?