Household Profile Form
Five sections of basic information about you, your household, and your goals — the foundation we'll build your plan on. Most of it is straightforward demographics and finances. Plan on roughly fifteen minutes; you can use rough estimates wherever exact numbers aren't handy.
My Information
Names, dates, contact details, and the basics about your work and household. Required fields are marked with an asterisk.
Client
Spouse
Address & Phone
Is your physical / home address the same as your mailing address? *
Mailing Address
* Required field
Family Information
Children
Do you have any children? *
Trusted Contact
A trusted contact is someone we can reach out to if we are unable to contact you for any reason. We will not share account-specific information with this person without your express written consent.
Do you have a trusted contact? *
* Required field
Beneficiary Information
Tell us how you'd like beneficiaries set up on your investment accounts. We'll fine-tune the specifics together; this gets us in the right neighborhood.
Beneficiary Choice *
Trust Details
Beneficiary Details
Describe Your Wishes
* Required field
Household Finances
Whole-dollar estimates are fine — nothing here is locked in. We'll work through the detail together.
* Required field
Financial Goals & Investing Issues
Retirement
Investing
When do you anticipate needing to start spending your investment funds?
Which statement explains your greatest concern when selecting an investment?
Thank you
Information collected here is used to build and maintain your financial plan and does not constitute investment advice on its own. Advisory Services are offered through Inspire Advisors, LLC, a Registered Investment Adviser with the SEC. Oakstreet Financial and Inspire Advisors, LLC are affiliated entities.