Consult Questionnaire

Are you an individual or a joint couple seeking assistance?*

IndividualJoint
Name*

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

SingleLong Term RelationshipEngagedMarried / Domestic PartnershipWidowedSeparated
Wedding Date / Anniversary Date

MonthDayYear
Date
Have you been married previously?

YesNo
Do you plan to get a prenup?

Yes, definitely.NoWe want to learn more first.
Partner Name

First NameLast Name
Partner Pronouns
Partner Custom Pronouns
Partner Email
example@example.com
Partner Phone Number*
Has your partner been married previously?

YesNo
What areas do you believe you need help with? (select all that apply)*

Premarital financial planningMerging financesPrenup education/ coachingPrepare financial disclosures for prenupCompare health plansCompare filing joint vs. individual taxesPlanning and saving for retirementEstate planning education and prepInvestment account managementConsolidate investment accountsFinancial planning with a prenup or blended family (already married)
Number
Do you require any special accommodations for virtual meetings?

Large printClosed captioningOption to print reports before meetingsOther- include any info that can help me make my services more accessible to you.
Score
Is there anything else you feel I should know about you?
Recommendation
Recommendation:

One-time Financial PlanOngoing Financial PlanningOngoing Financial Planning & Investment Management
Recommendations for Engaged Couples:

Prenup Prep ServicePrenup 101 SessionPrenup Coaching
Note for engaged clients
Error if selected premarital services but not engaged
Thank you for completing the questionnaire.

Based on your selections, you may be a good fit for the following service(s):

{recommendation102}

{engagedservices}

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{note}

Once you submit the form you will receive a confirmation email with a link to book an initial consultation.
Should be Empty:

Recommendation