Pre-First Call

1

Which one sounds most like you?* This field is required.

I am a DIY investor and would like a one time plan.

I am comfortable with my plan but need help making sure I am invested wisely.

I am looking for a team to do a comprehensive plan for me and help me with all aspects of the plan.

I don't need a plan, but I want some next level investment help.

I don't know what I don't know.

2

Describe your current situation.* This field is required.

I have a financial advisor, but would like a second opinion.

I have a financial advisor but think there may be a better fit for me.

I don't have a financial advisor.

3

How did you hear about Capital Partners?* This field is required.

4

Name* This field is required.

First Name

Last Name

5

How old are you?* This field is required.

6

At what age would you like to retire?* This field is required.

7

How much do you have saved for retirement?* This field is required.

$0 - $500,000

$500,001 - $1,000,000

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

$3,000,000+

8

What is the main thing you believe stands between you and 100% confidence in your finances?* This field is required.

9

What would a successful engagement with a financial advisor look like for you, and how would it improve your life?* This field is required.

10

If I don't have it already, please enter your email address.* This field is required.You will have the opportunity to schedule an appointment on the next screen.

example@example.com

11

Phone NumberIf you would like to be contacted by phone please enter your number below.

Please enter a valid phone number.

12

If you haven't already, and would like to talk, please grab a time on my calendar.