Prospective Client Information
Ethan Miller and Planning for Progress are only welcoming a limited number of new clients to the firm. Please complete this short form and we will get back to you to schedule an introductory conversation or to share referrals for other advisors who may be a better fit.
Client Name(s):
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First and last names of all adults who are part of the household
Primary email address:
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Secondary email address:
Primary Phone Number:
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-
Area Code
Phone Number
Secondary Phone Number:
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Area Code
Phone Number
Where do you live?
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Are you?
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Single
Living with partner
Married
Divorced
Polyamorous
Other
Number of children or other dependents:
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Names and ages of your children or other dependents:
How did you learn about Planning for Progress?
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What inspired you to reach out? What's going on in your life and your finances that you'd like help with?
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What are you looking for in a financial planner? What would success look like for you in this relationship?
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Have you considered working with a financial advisor / planner / coach before? If so, did you hire one and if no, why not?
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Your Finances
Approximate annual household income:
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Briefly describe your income sources:
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Estimated value of assets in cash accounts, including checking accounts, savings accounts, certificates of deposit, etc:
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Estimated current value of invested assets including retirement accounts (401k, 403b, IRA, Roth IRA, etc) and brokerage accounts:
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Estimated amount of non-mortgage debt (car loans, student loans, credit card balances over 30 days, consolidation loans, etc):
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Over the course of a normal year, do you typically?
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Spend less than you earn
Spend about what you earn
Spend more than you earn
Other Logistics
Have you reviewed Planning for Progress' service offering and minimum fee schedule at https://planningforprogress.com/services/?
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Yes, makes sense to me!
Yes, I've looked but honestly I'm mainly looking for a referral to another advisor
Other
Planning for Progress has limited capacity to welcome new clients, and may only have a few openings over the next 12 months. We may ask to put you on a waitlist if you would like to work together, or we are happy to provide referrals to other financial advisors. What would your preference be?
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Yes, I have strong preference for working with you, even if it means waiting up to 6-12 months.
I'd like to start working with an advisor as soon as possible, including someone you refer me to.
Other
Does Planning for Progress have your permission to share the information from this form with other financial advisors as part of making a referral?
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Yes
No
Are there any accommodations we can provide to help make this introductory process more accessible?
Please verify that you are human
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Submit
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