(P) 937.435.9080

(F) 937.435.8360

  



 

1450 East
David Rd.
Kettering, OH
45429

   Complete the Personal Profile Form below.  After completing the form, click on the Submit button. 

The team at Kincaid & Forsthoefel CPAs, Inc. will review your information and contact you regarding creating a financial plan that works best for you.

Please provide the following contact information:

Name
Home Phone
Email
Fax

Please tell us about...

Financial Outlook

I know what I want to accomplish financially.   Yes No
My spouse clearly understands our financial situation.  Yes No
My spouse actively participates in our financial affairs. 

Yes

 No
I have my financial objectives written on paper.  Yes No
I am good at managing my income and expenses. Yes No
I maintain a list of my current assets and liabilities.        Yes No
I systematically save and accumulate money for investment. Yes No
I am currently saving enough to meet my financial objectives. Yes No
I am comfortable with the amount of risk I am taking with my current investments. Yes No
I am satisfied with the returns on my investments. Yes No
I clearly understand all my investments, goals and finances. Yes No
I clearly understand how my investments impact my tax liability. Yes No
I would like assistance in organizing my financial planning. Yes No

Retirement Outlook

I have projected my retirement income needs and sources. Yes No
I am currently saving enough to meet my retirement needs. Yes No
I participate in a retirement plan through my employer. Yes No
My spouse participates in a retirement plan through his/her employer. Yes No
I have retirement savings outside my employer's plan. Yes No
My spouse has retirement savings outside of his/her employer's plan. Yes No
I understand tax deferral, tax deduction, and compounded growth. Yes No
I maximize contributions to all my retirement accounts. Yes No
I understand the effects of taxes and inflation on my savings and retirement income. Yes No
I have a specific distribution strategy for my retirement funds. Yes No
I would like assistance in organizing my retirement plans. Yes No

Estate Organization

I am well informed about estate planning. Yes No
My spouse understands our estate plans. Yes No
I have a current, valid will or trust in my files. Yes No
My spouse has a current, valid will or trust in his/her files. Yes No
I have appointed a guardian for my minor children. Yes No
I have a specific plan for distribution of my assets. Yes No
My beneficiary designations are up to date. Yes No
My powers of attorney are consistent with my will/trust. Yes No
I have a list of all important documents and their locations. Yes No
I have named an executor, who is familiar with the contents and location of my will/trust and other important papers. Yes No
I understand the terms estate and inheritance tax and how they affect my financial planning. Yes No
I fully understand the effects a premature death will have on my retirement plan assets and family lifestyle. Yes No

Insurance Outlook

I own and understand my current life insurance policy. Yes No
My spouse owns and understand his/her current life insurance policy. Yes No
I review my insurance policy needs regularly. Yes No
I understand Social Security Death Benefits. Yes No
I am familiar with the uses of life insurance plans beyond the death benefit. Yes No
I am satisfied that my current insurance agent explains things clearly. Yes No
I have minimized my insurance costs through long-term planning. Yes No
I would like assistance with my life insurance planning. Yes No


In the next year, I plan to...

Graduate Get married Purchase/lease property
Buy a home Have a child Receive a promotion
Change jobs Retire Receive an inheritance
Sell property Pay off a loan Start a financial plan
Refinance a home Save more money Invest more money
Purchase long term care Start a business Other:

Personal Issues

Review life insurance Business valuation/review
Review mortgage protection Education funding for children
Inflation/standard of living update Insurance for children
Disability income protection Other:
Retirement savings  

Planning Issues

Savings and accumulation Estate tax concerns
Building personal wealth Business continuation concerns
Personal estate organization Investment priority planning
Pension maximization Other:
Planning for retirement  



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Last Modified:  11/10/2006