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Kinghorn Law, LLC

3573 E. Sunrise Dr.
Suite 209
Tucson, AZ 85718
520.529.4000

Estate Planning
Investor Coaching

Financial Consultation Form

"*" indicates required fields

PART 1

Date of Consultation*

MM slash DD slash YYYY

Marital Status*

Married

Single

Widow

First Name*

Middle Initial

Last Name*

Date of Birth*

MM slash DD slash YYYY

Phone Number*

Email Address

I am..

Retired

A Veteran

A US Citizen

A Non-US Citizen

Select all that apply

Spouse/Partner’s First Name

Spouse/Partner’s Middle Initial

Spouse/Partner’s Last Name

Spouse/Partner’s Date of Birth

MM slash DD slash YYYY

Spouse/Partner’s Phone Number

Spouse/Partner’s Email Address

My Spouse/Partner is…

Retired

A Veteran

A US Citizen

A Non-US Citizen

Select all that apply

Physical Address 1

Physical Address 2

City

State

ZIP

Children

Child’s Full Name

Gender

Date of Birth

Parent(s)

Married (Y/N)

# of Grandchildren

Click the plus button to add more children

PART 2

Estate has the following assets (check all that apply):

Annuities

Brokerage Accounts

Cash (Bank Accounts)

CD’s

IRA/Retirement Plans

Life Insurance

Precious Metals

Real Estate

Other

Approximate gross value of my entire estate:*

PART 3

Please answer the below questions to the best of your ability using the scale provided:

1. Having enough money to provide for me and/or my spouse until I/we pass away.*

Not Important

Somewhat Important

Neutral

Important

Very Important

2. Managing risk in my portfolio and having a means of measuring my risk tolerance.*

Not Important

Somewhat Important

Neutral

Important

Very Important

3. Saving for retirement.*

Not Important

Somewhat Important

Neutral

Important

Very Important

4. Consistently and predictably achieving market returns on my investments.*

Not Important

Somewhat Important

Neutral

Important

Very Important

5. Saving enough to leave an inheritance for my family or loved ones.*

Not Important

Somewhat Important

Neutral

Important

Very Important

6. Providing for charities or causes I am devoted to.*

Not Important

Somewhat Important

Neutral

Important

Very Important

7. Understanding the total costs and commissions in my portfolio.*

Not Important

Somewhat Important

Neutral

Important

Very Important

7. Understanding diversification in my portfolio and having a means to measure diversification.*

Not Important

Somewhat Important

Neutral

Important

Very Important

7. Understanding my True Purpose for Money.*

Not Important

Somewhat Important

Neutral

Important

Very Important

8. Having a clear investment philosophy.*

Not Important

Somewhat Important

Neutral

Important

Very Important

Message

Investor Coaching
Science of Investing
The Matson Method
Events

Team
Firm
Comprehensive Planning
Blog
Contact

Inquiries

info@kinghornlaw.com
Kinghorn Law, LLC

3573 E. Sunrise Dr.
Suite 209
Tucson, AZ 85718
520.529.4000

Join Our Team Estate Planning Investor Coaching

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