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Let's Get to Know You Better
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1
Let's start with your name.
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First Name
Last Name
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2
And how about your email address?
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example@example.com
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3
What's your phone number?
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Area Code
Phone Number
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4
How do you prefer that we communicate with you?
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Email
Phone
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5
How much do you have in investable assets?
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We ask this question to make sure you will qualify for our minimum investment management threshold of $500,000. We believe we do our best work with clients above this threshold. However, we can still set up an introductory call with you to discuss your options.
$0 - $500,000
$500,000 - $1 Million
$1 Million - $3 Million
$3 Million +
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6
What type of services are you interested in from SVWA?
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Financial Planning
Investment Management
Financial Planning & Investment Management
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7
Is there anything you would like us to know?
i.e. types of advice you're looking for, reasons for finding a financial advisor, if you've ever worked with an advisor, etc.
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8
Appointment
Please look for an email confirmation from one our team members and respond with confirmation on the meeting details.
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