KhaJem Financial Group

Improving Lives, One Client at A Time

FACT FINDER FORM

Residence Information

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Choose One * Own Rent

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Employment/Income Information

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Planning Priorities

Protecting Family's Lifestyle

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Protecting Income

High Medium Low

Providing Education Funds

High Medium Low

Implementing Savings Plan

High Medium Low

Planning For Retirement

High Medium Low

Minimizing Estate Shrinkage

High Medium Low

Planning For Business Continuation

High Medium Low

Other

Financial Information

Assets:

Liabilities:

Savings

Installment Loans

Investments

Mortgage(s)

IRA(s)

Charge Accounts

Real Estate

Credit Cards

Business Interests

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Total Liabilities

Monthly Systematic Savings $$

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