Help Us Get to Know You!

Help Us Get to Know You!
Are you an individual or a joint couple seeking assistance?*

IndividualJoint
Name*

First NameLast Name
Email*
example@example.com
Phone Number*
Relationship Status*

SingleLong Term RelationshipEngagedMarried / Domestic PartnershipSeparatedWidowed
Partner Name

First NameLast Name
Partner Email
example@example.com
How would you describe the stage of investing that you are currently in?*

I am a business owner looking for a second opinion on my retirement plan, 401k, and/or personal assets.I am an entrepreneur with plans to sell my business within the next 10 years, and I’m interested in having a value assessment performed on my company.I am mid-career. I’ve saved well and have a nest-egg I’m proud of, but my finances are becoming more complicated, and I need to make sure I’m on track for retirement.I am within 5-10 years of retirement. I need to make sure I’m on track to quit working when I’d like to, and to ensure I have a plan to avoid running out of money in retirement.I am already retired. I need help with a retirement income plan and ensuring I don’t outlive my investment assets.I recently came into a large sum of money, and I need help determining how to manage it in a way that’s best for my future.
(Circumstances Permitting) Do you prefer in person meetings or remote video meetings?*

I prefer in person.I prefer virtual.No preference.
How would you describe your total Liquid Net-Worth (investable assets, not including your home, vehicles, and other hard-assets)?*

$0 – 399,999$400,000 – 749,999$750,000 – 999,999$1,000,000 – 2,999,999$3,000,000 – 9,999,999$10,000,000 – up
What do you need help with? (select all that apply)*

When can I retire, based on my goals?How much savings do I need to retire?How much will I have when I retire?What should I be saving each year?How much can I spend each year to avoid running out of money?Other
What are your top 3 retirement planning priorities?*

Current cash flow (maintaining current lifestyle)Future cash flow (retire most comfortably)Selling my business profitably, with the lowest tax possibleInvestment rate of returnRetiring by a specific dateMinimizing risk and volatilityReaching a certain dollar amount by my retirement dateOther
Are you interested in any of the following? (check all that apply)*

Environmental, Social, Governance (ESG) investingSocially Responsible investingNo PreferenceOther
Is there anything else you feel we should know about you?
Please book a meeting with {advisorName} at {advisorCalendly}. If you have questions, please email {advisorName} at {advisorEmail}.

{debtCoach}
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