Tell us about you!
Are you an individual or a joint couple seeking assistance?
Long Term Relationship
Married / Domestic Partnership
Are you an entrepreneur, freelancer, or self-employed?
What is your approximate annual income?
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.
(Circumstances Permitting) Do you prefer in person meetings or remote video meetings?
I prefer in person.
I prefer virtual.
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.
How many year have you been saving for retirement?
11 - 20 years
Are you interested in any of the following? (check all that apply)
Faith based investments
Environmentally conscious Investments and/or Socially conscious Investments
What is prompting you to seek out a financial advisor right now?
What do you hope to get out of a financial planning relationship?
What are your biggest dreams you have for your life, and how might I help you achieve them?
Think really big here. Like "money is no object" big.
Is there anything else you feel we should know about you?
Where did you hear about me?
Should be Empty: