Introductory Meeting Inquiry

Introductory Meeting Inquiry

There is no charge for this 30-minute session to see if we are a fit for each other.
Contact Information
Your Name

First NameLast Name
What is your preferred method(s) of communication?

Other
Your Email

Confirmation Emailexample@example.com
Your Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
May we text you at the this number?
Marital Status

Other
Your Time Zone

Other
What financial topics would you like to discuss?

Other
What questions do you hope to have answered during your meeting(s)?
General Questions
How did you hear about us?

Other
Getting to Know You
Describe the past and present influences that inform how you handle your finances.
What would you say is the guiding authority in your life that determines how you spend money?
Give examples of how you express generosity and giving with your finances.
Describe your view and/or feelings toward personal debt.
If you were gifted $500,000, describe what you would do with that money.
Should be Empty:

General Questions