Advisor Selection Questionnaire

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We will pair you with an advisor who fits your needs best
Name*

First NameLast Name
Email*
example@example.com
Phone Number*
How would you describe the stage of investing that you are currently in?*

I am paying down debt and getting information.I am an early stage investor needing guidance around what types of accounts I should be saving in and how much.I am mid-career and my finances are becoming more complicated. I am seeking help to make sure I am on the right track.I am within 5-10 years away from retirement and I need to make sure I have a plan for taking income in retirement and not outliving my assets.I am already retired.
Stage
What is the combined value of your household's current or desired investments?(include 401k balances, mutual funds, stocks and cash you intent to invest):*

$0 - $100,000$100,000 - $350,000$350,000 - $500,000$500,000 - $1,000,000$1,000,000 - $5,000,000$5,000,000+
AUM
What areas do you believe you need help with? (select all that apply)*

I want information about 529 college plans.I want information on life insurance or Long Term Care.I want to focus on Retirement Savings and review of my investments.I want to invest outside of my retirement.I am a business owner and want information on how to save for retirement through my business.I have old retirement accounts that I need help consolidating.I am interested in Values based or Faith based investments
Score
Is there anything else you feel we should know about you?
Advisor Name

EricaLaurie
Advisor Zoho ID
Advisor Email

erica@lawealthmanagement.comlaurie@lawealthmanagement.com
Advisor Calendly

https://calendly.com/ericalawealth/30minhttps://calendly.com/lawm/intro-call
Debt Coach
Random
Please tell us how you found us: *
You have been paired with {advisorName}. Please click the "Select Meeting Date/Time" button to book your introductory call. If you have questions, please email {advisorName} at {advisorEmail}.

{debtCoach}
Should be Empty:

Schedule Your Introductory Meeting