Getting to Know You

In advance of your first meeting with Kemp Financial Management, please fill in as much information as possible below and click the Submit button.

Name
Name
Address
Address
Date of Birth
Date of Birth
Home Phone Number
Home Phone Number
Mobile Phone Number
Mobile Phone Number
May we contact you via Email?
We will not share your email address with anyone.
Spouse Name
Spouse Name
Spouse Date of Birth
Spouse Date of Birth
Spouse Mobile Phone Number
Spouse Mobile Phone Number
Home Phone, Mobile Phone, Email, etc.
The answers you provide to the following questions will help both of us determine whether or not there is “a fit”. In our experience, successful investment management can only take place if we share a similar philosophy about the process, and if we both agree that we can work together.
Do you Currently work with a(n):
What stage are you at in your career?
Do you own and operate your own business or professional practice?
retire, sell business, buy house, etc.
by
by
Do you have a retirement plan?
Do you have an estate plan?
Your Current Financial Situation: To the best of your knowledge, approximately how much do you have invested in:
Do not use commas. Format values as 2500 or 2500.00.
$
IRA, 401(k), 403(b), etc.
$
e.g. 529
$
$
Real Estate, etc.
$
$