Client Introduction Survey Complete the Form Below Is Kahler Financial Group a good fit for me? Step 1 of 5 20% Person #1 Name(Required) First Last Email(Required) Phone(Required)Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongoCongo, Democratic Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzechiaCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussian FederationRwandaRéunionSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyria Arab RepublicTaiwanTajikistanTanzania, the United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkmenistanTurks and Caicos IslandsTuvaluTürkiyeUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaViet NamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands Country Person #2 Name First Last Relationship to Person #1 Please rate each statement from 1-5 on how well the statement describes you.Financial Planning1. I believe working with a financial advisor is best when it is a long term relationship. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 2. I see financial planning and investment management as two different services. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 3. I am familiar with how different types of financial advisors receive compensation. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 4. I believe that sound financial planning needs input from my financial advisor, an accountant, and legal counsel. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 5. I see a financial planner as a generalist rather than a specialist. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 6. I value and appreciate comprehensive financial planning. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 7. I understand the difference between the “suitability” and “fiduciary” standard of care as it relates to investment advice. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 8. I believe it is my job to give my advisor accurate information and I should confirm any amounts that I give to them. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 9. It is important for my advisors to follow a methodical, in-depth process over several months to get to know me and my finances before providing recommendations. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 10. Protecting my assets from a frivolous lawsuit is really important to me, regardless of the complexity involved. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well Please rate each statement from 1-5 on how well the statement describes you.Investments11. I do not have enough knowledge, interest, and/or time to do a good job managing my investments. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 12. I want to delegate the administration and management of my investments to a professional. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 13. A 5% annual return over 10+ years is completely acceptable to me. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 14. I understand the different fee and commission structures associated with various investment products (A,C, or I mutual fund shares and annuities). 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 15. I would favor picking a fund that tracks an index over those that are actively managed and try to beat the market. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 16. It is important for me to consider taxes when making investment decisions. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 17. I feel comfortable with an investment philosophy that does not try to time the markets by buying low and selling high. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 18. Investment success takes time and I am ok if it takes several years for me to see my desired investment results. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 19. I understand asset class diversification. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well Please rate each statement from 1-5 on how well the statement describes you. Personal Preferences20. I am willing to disclose all the details of my financial life. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 21. I am willing to change my behavior to further long-term goals. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 22. I am willing to take an active role in the financial planning process. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 23. I recognize that big goals come by making small changes. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 24. If I commit to doing a specific task by a certain date, I will absolutely follow though. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 25. I desire to enhance my quality of life. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 26. I desire to organize my financial life. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 27. I am willing to delegate various financial tasks. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 28. Becoming or maintaining financial independence is important to me. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 29. I am able to ignore the financial press. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 30. I have basic computer skills and am able to access email and the internet. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 31. I prefer receiving communications electronically rather than on paper/through the mail. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 32. It is easy for me to ask for clarifications on anything I do not understand or with which I do not feel comfortable. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well Please rate each statement from 1-5 on how well the statement describes you. Financial Therapy33. I believe some of my money habits have been formed from situations in my past and I would like to understand these better. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 34. I believe the most important aspect of a sound financial decision is my behavior. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 35. I make most financial decisions emotionally. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 36. I believe that emotional and financial well-being are closely related. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 37. The idea of financial therapy is exciting to me. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 38. I am comfortable with exploring my personal financial habits through financial coaching and counseling. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 39. I am willing to read books or watch videos to learn more about financial well-being. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well 40. I am comfortable discussing difficult topics such as chemical addictions (drugs, alcohol, and tobacco), prescription drugs I take, or any medical conditions such as depression, bipolar disorder, anxiety or other emotional or medical conditions I may be dealing with. 1 Doesn't Describe Me at all 2 3 4 5 Describes Me Very Well Δ
