Meeting Request-Drew

1

What's your first name?* This field is required.

2

Where are you in your financial journey?* This field is required.

Just getting started

Building my savings

In wealth building mode

I'd like to retire in the near future

I'm retired

3

Which option best describes you?* This field is required.

I want to offload investment management, financial planning, and/or retirement planning to a professional.

I would like help with one project but don't need ongoing management, I'm pretty much a do-it-yourself kind of person.

I'm not quite sure

4

Are you sure?* This field is required.We don't offer a "one off" or hourly option. If you aren't looking for someone to manage your financial planning needs, 5 Stone financial group might not be the best fit today.

Yes - I'm not interested in hiring someone to manage my investments and financial planning

No - I'm open to offloading investment management and financial planning

6

Please estimate your household income* This field is required.

Less than $75,000

$75,000 - $150,000

$150,000 - $250,000

$250,000 - $500,000

Over $500,000

7

And your total investable assets (Not including real estate)* This field is required.i.e. Retirement Accounts, Brokerage Accounts, Cash & Savings etc.

Less than $100,000

$100,000 - $300,000

$300,000 - $1,000,000

$1,000,000+

8

Thank you for taking the time to answer these questions. At 5 Stone, we serve the financial planning and investment needs of a specific group of people that want to have a longstanding relationship.

It doesn't appear that we are a good fit for what you are looking for.

If your situation or needs change in the future, please do reach out to us again.

Best,

The 5 Stone Financial Group Team

9

Thank you for taking the time to answer these questions. Once you submit this form, you will be redirected to our calendar to schedule your 15 minute call so we can talk about your most pressing questions or concerns and determine if we could be a good fit to work together.

If you have any trouble with popup blockers, you will also receive an email with a link to the calendar.

We look forward to connecting with you!

Until then,

The 5 Stone Financial Group Team