Current Financial Snapshot (DB)

Current Financial Snapshot

Thank you for your interest in potentially working together! Please take a few minutes to fill out the following questionnaire. This form is end-to-end encrypted.

Please note that filling out this form DOES NOT commit you to anything, it only starts the process towards identifying if working together makes sense.

Once you've submitted this form, you will be redirected to a page to schedule an introductory call.

Basic Information
First Name*
Last Name*
Email*
example@example.com
Phone Number*
Format: (000) 000-0000.
Preferred form of communication:*

EmailTextPhone call
Age*
Occupation*
Company*
Self-employed?
Do you have a valid US Social Security Number?*
Because of my jurisdiction and regulation, I can only serve those with a valid US Social Security Number (e.g. US citizens, green card holders, and visa holders).
Annual Income*
Just input your income information. If you have a spouse/partner there will be a place below to input their income.
Do you prepare your own taxes?*

YesNo
Do you have a spouse/partner?*

YesNo
Spouse/Partner Information
Name*

First NameLast Name
First Name*
Last Name*
Email*
example@example.com
Phone Number*
Format: (000) 000-0000.
Age*
Occupation*
Company*
Self-employed?
Do you have a valid US Social Security Number?*
Because of my jurisdiction and regulation, I can only serve those with a valid US Social Security Number (e.g. US citizens, green card holders, and visa holders).
Annual Income*
Household Cash & Investments
Types of Investment (select all that apply)*

Checking / savingsRSUsStock options (ISOs / NQSOs)Taxable brokerage (including ESPP)401k/403bTraditional / Rollover IRARoth IRAHealth Savings Account529 college savingsReal estate (excluding your primary home)Other
Total Value*
Household Debts
Type of Debt (select all that apply)

Credit cardCar loanStudent loanNoneOther
Total Balance of Household Debts (not including a mortgage)
What's On Your Mind?
(select all that apply)*

I need help planning for stock compensationI need help with my investmentsI need help getting my cash flow in orderI need help with tax planning / optimizing my taxesI want to know how to steward my resources betterI want to know what it will take to get to financial independenceOther
What kind of help/engagement are you looking for?*

OngoingOne-time / limitedI'm not sure
Comments / Other Information
Upload any documents that may assist in our initial discussion (this is completely optional)

Cancelof
How did you hear about me or my firm (Prospurpose Wealth)?*

ReferralGoogle/Online SearchSocial Media (YouTube, Twitter, LinkedIn, Instagram, Facebook, etc.)XY Planning NetworkKingdom Advisors / KA affiliatesChristian Financial Advisors NetworkOther
How did you hear about me (Donovan) or my firm (Prospurpose Wealth)? Check all that apply*

ReferralGoogle/Online SearchSocial MediaXY Planning NetworkKingdom Advisors / KA AffiliatesChristian Financial Advisors NetworkOther
If we're a good fit to partner together, how ready are you to get started?*

1

2

3

4

5

6

7

8

9

10

1 is Exploring my options, 10 is 100% Ready
Type a question

I acknowledge that I've reviewed Prospurpose Wealth's fee scheduled located at:
*

Please add me to "The Stewardship Memo" newsletter
Should be Empty:

Basic Information

Spouse/Partner Information

Household Cash & Investments

Household Debts

What's On Your Mind?