Schedule A Meeting With Our Team
Please share a few details about yourself and we will help you schedule a call with an advisor on our team.
Name
*
First Name
Last Name
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Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
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How did you find us? (Please select all websites or referral sources that apply):
*
Referral from current client
Referral from professional (attorney or CPA)
Relationship with an advisor
Google search
Social media
YouTube
AI Search (ChatGPT, Claude, Grok, etc)
Spokane Financial Advisor Network
NAPFA
WealthTender
Fee-Only Network
Called our office
Other (fill in the blank)
If other, please describe:
If referred, please list who referred you so we can thank them:
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Will anyone else be attending this meeting with you? (Partner, Spouse, Child, Attorney, etc).
*
Yes
No
Name
*
First Name
Last Name
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Please estimate your current gross household income per year.
*
$0 - $150,000
$150,000 - $300,000
$300,000 - $500,000
$500,000 - $1 million
$1 million +
Estimate your current total investable assets (401k, IRA, brokerage account, etc).
*
Less than $750,000
$750,000 - $1 million
$1 million - $2 million
$2 million - $5 million
$5 million - $10 million
$10 million - $20 million
$20 million +
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Please estimate your current total investable assets (401k, IRA, brokerage account, etc).
*
$0 - $750,000
$750,000 - $1 million
$1 million - $2 million
$2 million - $5 million
$5 million - $10 million
$10 million - $20 million
$20 million +
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What are the top three concerns you have with your finances or investing strategy that you want to solve? The more detailed you can be the better, it helps us prepare for our call.
*
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What big financial decisions or changes are you considering in the next 12 months? (retirement, big purchases, travel, etc)
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Anything else we should know?
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When you click 'Submit' below you will be redirected to book your meeting.
When you click 'Submit' below you will be redirected to book your meeting.
When you click 'Submit' below you will be redirected to book your meeting.
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