Zenith Wealth Partners Discovery Call

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
Annual Household Income
How did you hear about us?
What service(s) are you seeking?
Of your investments, how much are you willing to invest with Zenith if you move forward?
Are you planning to retire within 10 years?
Do you receive RSUs, stock options or equity compensation?
Have you recently received an inheritance or unexpected sum of money
Select the range for your annual business revenue
Is there a specific advisor you would like to meet?
Who would you like to meet with?
How soon would you like to get started?
Fee Acknowledgement: Please confirm you are aware Zenith's advisory fee starts at $3,600 for a financial plan and $5,000/year for comprehensive financial planning and you'd like to learn more.
Please verify that you are human
Is there anything else that would be helpful for us to know?
Client Status
Should be Empty:

Discovery Questionnaire