Start Here (Ari)

What best describes why you decided to reach out?

I've done this myself as long as I can and need some help

I want a guide to help me make critical lifelong decisions

Financial Planning isn't what I do and I value a professional to help guide me/us

I need someone to help put together an overall retirement strategy

I want to make sure my spouse is in good hands if something should happen to me

I'm tired of always worrying about finances and could use some guidance

I need someone to help me protect and manage my investment portfolio

I've worked hard for my money and want to ensure I'm optimizing my finances

I don't have an advisor who specializes in tax planning and I don't want to worry about this for the rest of my life (i.e. overpay or leave money on the table)

My financial advisor was great...but now they're close to retiring and we're hoping to find an advisor to partner with for the rest of our life

Other

Have you worked with a financial planner before?* This field is required.

YESNO

What did you like or dislike about working with a financial planner?

Root Financial Partners' transparent cost structure* This field is required.The annual cost of our services is billed directly to client investment accounts and is broken down as follows: 1.00% on the first $1,000,000 we manage 0.75% on amounts between $1,000,000 and $3,000,000 0.50% on amounts between $3,000,000 and $10,000,000 0.25% on amounts above $10,000,000 Please confirm you understand how Root Financial Partners charges for services before moving forward.

I understand how Root Financial Partners charges for services

I'm not looking for an advisor to manage my investments

That's perfectly fine. Unfortunately, we're not the right fit for you.

Here's a couple of places you may be able to find an advisor that has a cost structure more suitable to what you're looking for:

XY Planning Network

Garrett Planning Network

How did you hear about us?* This field is required.Please select one

Early Retirement Podcast

YouTube

Online Search

Referral

Other

Name* This field is required.

First Name

Last Name

Email* This field is required.

example@example.com

Phone Number* This field is required.

Area Code

Phone Number

Relationship Status

Single

Married

Long Term Relationship

Engaged

Separated/divorced

Widowed

Domestic Partnership

Do you have investments?* This field is required.

YESNO

What is the approximate total value of your investments?

Do you plan to make any major life changes in the next few years?

Retire

Change jobs

Move

Buy a home

Start a business

Marriage

Other

On a scale of 1-10, how eager are you to engage Root Financial Partners as your financial planner?1 = Not sure at all! I'm only interested in exploring; 10 = I understand the value provided and want to move forward ASAP.

Anything else we should know before scheduling a time to speak?

Start Here (Ari)