Discovery Questionnaire
Ready to talk about your financial journey? Your input in our Discovery Questionnaire will assist us in gaining important insight into your current financial position. Please complete our form and select a time that works best for you!
Name
*
Email
*
Phone Number
*
Marital Status
*
Please Select
Single
Married
Life Partner
Divorced
Widowed
Annual Household Income
*
Please Select
0 - $150,000
$150,001 - $250,000
$250,001 - $400,000
$400,001 +
How did you hear about us?
*
Please Select
Referral
Association of African American Financial Advisors
Social Media / Press
Speaking Engagement or Workshop
XYPN
NAPFA
Website / Search Engine
What service(s) are you seeking?
*
Ongoing Partner for Financial Planning
One-Time Assessment / Project
Help With My Investments
Planning for my Business
Legacy / Estate Planning
Of your investments, how much are you willing to invest with Zenith if you move forward?
*
Please Select
Less than $100,000
$100,001 - $250,000
$250,001 - $750,000
$750,001 - $1,500,000
$1,500,001 +
Are you a business owner?
*
Yes
No
Do you receive RSUs, stock options or equity compensation?
*
Yes
No
Select the range for your annual business revenue
Please Select
$0 - Pre-Revenue
$1 - $500,000
$500,001 - $2 million
$2.1 million - $5 million
$5 million +
Is there a specific advisor you would like to meet?
*
Yes
No
Who would you like to meet with?
Fahmin Fardous, CFP®
Jesse Wideman Jr., CFP®
First Available
How soon would you like to get started?
*
Please Select
Within 30 days
1-3 months
Just exploring
Fee Acknowledgement: Please confirm you are aware Zenith's advisory fee starts at $3,600 for a financial plan and $4,200/year for comprehensive financial planning and you'd like to learn more.
Confirmed
Please verify that you are human
*
Client Status
Please Select
Prospect
Converted to Client
Not a Fit
Pending
Is there anything else that would be helpful for us to know?
*
Schedule a Call
Should be Empty: