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Thank you for exploring Aequitas Financial. Let's start off easy with a few simple questions to make sure we are a great fit for each other and schedule a time to chat.
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Name
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First Name
Last Name
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Email
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3
Please provide your pronouns
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she/her/hers
they/them/theirs
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4
What is your marital status?
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Partnered
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5
Is your Partner/Spouse involved in financial decisions?
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6
What is your Partner's/Spouse's name and pronouns?
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Name
Pronouns
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7
Select the range that fits your household income level
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Below $100,000
$100,000 - $200,000
$200,000 - $500,000
$500,000+
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8
Do you currently have money invested? If so, about how much?
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A close estimate will do.
None currently
Less that $250,000
$250,000 - $500,000
$500,000 - $1,000,000
$1,000,000 - $5,000,000
$5,000,000+
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9
What motivated you to seek financial planning advice at this moment in your life?
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Please be as open as you feel comfortable here
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Use the slider to show you stressed you feel financially right now
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move the emoji left to indicate higher stress or right to indicate lower stress
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11
Why did you consider Aequitas Financial for your financial planning and investment planning needs?
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12
I acknowledge that Aequitas Financial's fees start at $3,600 per year and I'd like to learn more
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Once you click "Submit", you will be redirected to schedule our meeting
Yes, let's chat!
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