Intake Form and Next Steps

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Meeting Link

http://calendly.com/kathrynzach/45discovery

http://calendly.com/arikathryn/45discovery

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Name* This field is required.

First Name

Last Name

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Email* This field is required.

example@example.com

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Phone Number

Please enter a valid phone number.

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What pronouns do you use?

she/her

he/him

they/them

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Do you have a significant other?* This field is required.

Yes

No

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Partner's Name

First Name

Last Name

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Partner's Email

example@example.com

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Partner's Phone Number

Please enter a valid phone number.

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Partner's Pronouns

she/her

he/him

they/them

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Your Age

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Partner's Age

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What are you hoping to accomplish by working with a financial planner?* This field is required.

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Please provide any additional financial details that may help us better serve you (income, assets, debts, or topics of interest). Also fine to add life details.* This field is required.

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Have you worked with or considered working with an advisor before? If so, what was it like?

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If applicable, what sort of work do you do? If it's with an organization, which?

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If applicable, what sort of work does your partner do? If it's with an organization, which?

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The amount of money you'd like help managing is between (estimating is fine):

Under $250,000

$250,000 - $750,000

$750,000 - $1,500,000

$1,500,000 - $3,000,000

$3,000,000 - $10,000,000

Over $10,000,000

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We provide comprehensive financial planning and investment management. Our minimum fee is $15k yearly. That usually makes sense for people with $1M or more they need help managing or who have significant complexity like running a business. Any questions?

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How did you hear about Values Added Financial?

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What next step feels right to you?* This field is required.

Let's video chat to figure out if we're a fit

I'm not sure, please email me what you think makes the most sense for a next step

Please let me know of other advisors you think might be a fit for me and send me your "Finding a Financial Advisor" Guide

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Is there anything else you would like us to know?

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Do you have any specific things you are wondering about or questions?

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Helping you find the right advisor

Reaching out to an advisor was an important step in improving your financial life. Congrats! We want to help you keep up the momentum.

Based on your selection, we think you'd like help finding a financial advisor.

Below are 2️⃣ resources we’ve spent a lot of energy developing in the hopes that they will help you find the person with the right service model, expertise, and approach perfectly serve you:

Guide to finding a financial advisor

👆This guide will help you figure out what types of professionals are out there, what they do, how to figure out what you need, and some tips for your search

Financial planners for consideration

👆This is a list of many advisors you might consider as part of your search with information on their focuses

If you move forward with one of these firms, please let me know how it goes so we can continue to improve our list over time!

Thanks again for reaching out and I hope the above resources are helpful in your search.

Warm regards,

Zach

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Roger that -- we'll review your answers and circle back soon

Reaching out to an advisor was an important step in improving your financial life. Congrats! We want to help you keep up the momentum.

Based on your selection, I think you'd like us to review your answers and share what next steps make sense.

This is a common response since most people don't quite know how much help they need, how valuable it'll be to them, or what kind of service/fee model makes sense for them. We'll take a look and let you know what we think.

Usually it'll be:

1️⃣ "come meet with us--it makes sense to explore" or

2️⃣ "it probably doesn't make sense but here is a guide to finding an advisor and a list of people we think you might want to consider".

We generally review responses within a few business days and do our best to respond quickly since we don't want to leave anyone hanging.

If you have any questions in the meantime, let me know!

Warm regards,

Zach

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There was some sort of error--we are so sorry.

Please fwd this message to ari@valuesaddedfinancial.com and mention what next step you'd like:

1️⃣ Meet with us to explore becoming a client

2️⃣ We should review your answers and let you know if we think it makes more sense to meet or to send our guide to other advisors

3️⃣Send our guide to finding a financial advisor

Ari will make sure we fix the problem and you get the right follow up.

Reaching out to an advisor was an important step in improving your financial life. Congrats! Sorry for this minor hiccup but we want to help you keep up the momentum so please drop Ari a note and we'll get right back on track.

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Event ID

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Household Name