Full Name

Email *

Phone *

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By checking this box, I consent to receive marketing and promotional messages from KT Bradley CPA, including educational tax & wealth-planning content, special offers, and event invitations, at the phone number provided. Frequency may vary. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

Address

Street Address

Country

State

City

Postal Code

ASSETS

Cash/Savings Balance (Range)
Retirement Accounts (401k, IRA, etc.)
Business Ownership (Yes/No → If yes, estimated value)
Other Investments

LIABILITIES

Mortgage Balance
Credit Card Debt
Student Loans
Business Loans
Other Debts

RISK TOLERANCE

How would you describe your investment style?

Conservative (protect principal)

Moderate (balanced growth)

Aggressive (higher risk for higher return)

How would you feel if your investment dropped 20%?

Very uncomfortable

Somewhat uncomfortable

Comfortable

CONTRIBUTION CAPACITY

How much could you comfortably allocate monthly toward a wealth strategy?

$100–$300

$300–$750

$750–$1,500

$1,500+

Spouse Full Name

Spouse Date of Birth (MM/DD/YYYY)

Client Occupation

Spouse Occupation

Client Primary Income $

Client Secondary Income $

Spouse Primary Income $

Spouse Secondary Income $

Children — Names and Dates of Birth

Top Concerns (e.g., bills/debt, savings, children's future, healthcare, wealth transfer, income stability, financial knowledge)

Housing total $ (mortgage/rent, insurance, taxes, HOA, utilities, maintenance)

Transportation expenses total $ (car payment, insurance, gas, ride share, cell)

Living total $ (groceries, internet, cable, subscriptions, memberships, clothing, personal)

Health total $ (medical, health insurance, pet care)

Family total $ (childcare, tuition, recreation)

Total Monthly Expenses $

Expense Notes (anything unusual or large to flag)

Estate documents you have (Will, Trust, Personal Directives, POA, Last Wishes, Guardianship, Secure Storage)

Date estate documents last reviewed

Who is informed about your estate documents

Follow-up appointment date

Anything else we should know about your estate plan (notes)

COMMITMENT / INTENT

Are you open to exploring tax-advantaged strategies that include protection + growth?

Yes

Maybe

Just gathering information

When would you like to get started?

Immediately

Within 30 days

Within 90 days

Term
Whole Life
IUL/UIL
Not sure