New Client Questionnaire
Welcome to Kramer Financial Group. Your financial freedom is our main focus at Kramer Financial Group. We believe that true financial freedom is having the ability to save, spend, and give your money away in a way that reflects who you are and where you are headed. We will help you identify your priorities, define your financial goals, and create an action plan to work towards pursuing these goals. Allow us to guide you towards achieving your financial goals and ultimately, your financial freedom.

Please take a few minutes to fill out the form below so we can better asses your financial needs and prepare for our first meeting. All information collected will be kept strictly confidential.

First & Last Name *
Your answer
Preferred Contact Number *
Your answer
Preferred Email Address *
Your answer
Preferred Mode of Contact *
Date of Birth *
MM
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DD
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YYYY
Citizenship *
Your answer
Home Address *
Your answer
Employer *
Your answer
Occupation *
Your answer
Years Employed *
Your answer
Annual Income (combined if couple) *
Your answer
Marital Status *
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