Current Financial Snapshot
We are excited that you're interested in working together! By filling in this quick form you are not committing to anything, but it will start the process. Once submitted, you will be given a link to schedule an introductory meeting.
Basic Information
First Name
*
Last Name
*
Email
*
example@example.com
Phone Number
*
-
Area Code
Phone Number
Preferred form of communication:
*
Email
Text
Phone Call
Age
*
Please Select
Under 30
30 - 39
40 - 49
50 - 59
60 - 69
Over 70
Occupation
*
Type of Employment
*
Self - Employed
Employee & Self employed
Employee
Annual Income
*
Please Select
Under $100k
$100 - $200k
$200 - $300k
$300 - $400k
$400 - $500k
Over $500k
Do you prepare your own taxes?
*
Yes
No
Do you have a spouse/partner?
*
Yes
No
Household Cash & Investments
Types of Investments you own
*
Checking / Savings
Taxable Brokerage
Traditional / Rollover IRA
Roth IRA
401k / 403b / 457
Health Savings Account
529 Education Savings
Real Estate (excluding primary home)
Other
Approximate Total Value
*
Please Select
Under $500k
$500k - $1M
$1M - $2M
$2M - $4M
Over $4M
Household Debts
Type of Debt (Excluding Primary Home Mortgage)
Car Loan
Student Loan
Credit Card
Other
Approximate Total Balance
Please Select
Under $10k
$10k - $25k
$25k - $50k
$50k - $100k
$100k - $200k
Over $200k
What's On Your Mind?
*
I'm looking for help to put a complete financial plan together
I need help with tax planning / lowering my tax bill
I need help planning my business exit strategy
I want to know what my path to financial independence will look like
I need help with my investments
Other
Comments
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