Website Form

1

Hello! We're so glad you reached out.

First, we have 3 quick questions so we can get to know more about you.

2

How do you feel about your financial well-being?

Excited - I'm in great shape financially.

Cautiously optimistic - I think it's looking good but I'm not sure.

A little behind - I'm probably missing a few things.

Freaking out - even this short survey stresses me out.

3

How well are your spending + investing habits aligned with what matters most to you?

Perfectly in sync. I invest my time, money and energy on my top priorities.

Pretty well matched. It's not perfect but I feel good about most it.

Could use some fine-tuning. I'd like to be more intentional.

Totally out of whack. I've never even thought about it that way.

4

What would you like to chat with Longwave about?

I have a specific question or situation I'd like help with.

I'd like to get organized around my finances.

I want to learn more about sustainable investing strategies.

Someone told me to reach out to you.

5

Thanks for hanging with us! Now let's get connected.

Once you share your contact information, Alex will reach out to schedule our introductory meeting.

6

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

7

What's your email?* This field is required.

8

What's your phone number?* This field is required.

9

How did you hear about us?* This field is required.

10

Congratulations on taking this important first step towards financial wellness! We're looking forward to hearing more about what matters to you and how we can be of service.

You'll be hearing from Alex very soon to schedule a Zoom or in person "getting to know you" conversation with the Longwave Team. See you soon!

420 Lexington Avenue, Suite 845 New York, NY 10170 | 6571 Spring Brook Avenue Rhinebeck, NY 12572

212-279-9121

Securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through Longwave Financial LLC are separate and unrelated to Commonwealth. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.