Help Us Get to Know You!
Are you an individual or a couple seeking assistance
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Individual
Joint
Name
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First Name
Last Name
Email
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example@example.com
Phone Number
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Please enter a valid phone number.
Relationship Status
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Single
Engaged
Separarted
Long Term Relationship
Married / Domestic Partnership
widowed
How would you describe the stage of investing that you are currently in?
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I am a business owner looking for a second opinion on my retirement plan, 401k, and/or personal assets.
I am an entrepreneur with plans to sell my business within the next 10 years, and I'm interested in having a value assessment performed on my company.
I am a mid-career. I've saved well and have a nest-egg I'm proud of, but my finances are becoming more complicated, and I have a plan to make sure I'm on track for retirement.
I am within 5-10 years of retirement. I need to make sure I'm on track to quit working when I'd like to and to ensure I have a plan to avoid running out of money in retirement.
I am already retired. I need help with a retirement income plan and ensuring I don't outlive my investment assets.
I recently came into a large sum of money, and I need help determining how to manage it in a way that's best for my future.
(Circumstances Permitting) Do you prefer in-person meetings or remote video meetings?
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I prefer in person.
No preference
I prefer virtual
How would you describe total liquid Net-Worth (Investable assets, not including your home, vehicles, and other hard assets)
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$0 - 399,999
$400,000 - 749,999
$$750,000 - 999,999
$1,000,000 - 2,999,999
$3,000,000 - 9,999,999
$10,000,000 - up
What do you need help with? (select all that apply)
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When can I retire, based on my goals?
How much savings do I need to retire?
How much will I have when I retire?
What should I be saving each year?
How much can I spend each year to avoid running out of money?
Other
What are your top 3 retirement planning priorities?
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Current cash flow (maintaining current lifestyle)
Future cash flow ( retire most comfortably)
Selling my business profitably, with the lowest tax possible
Investment rate of return
retiring by a specific date
Minimizing risk and volatility
Reaching a certain dollar amount by my retirement date
Other
Are you interested in any of the following? (Check all that apply)
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Environmental, Social, Governance (ESG) investing
No preference
Socially Responsible Investing
Other
Is there anything else you feel we should know about?
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