Exploratory Meeting + Kate Welker

Rooted Planning Group Welcomes you to Schedule an Exploratory Meeting with Kate Welker
Personal Information
Name*

First NameLast Name
Email*
example@example.com
Age*
City*
State of Residence*
e.g. PA, NJ, NY, CT, ME, NH
How did you hear about us?

NAPFAXYPNGoogleFacebookInstagramLinkedInOther
Are you planning with a partner?*

YesNo
Partner's Name*

First NameLast Name
Email*
example@example.com
Age*
What is the biggest financial issue that keeps you up at night?
What motivated you to reach out to our firm?*
Tell me a little bit about you, your family, and your most immediate financial needs.*
Have you worked with financial service providers before?*

YesNo
What went well? What improvements would you have preferred?*
Is there a particular type of working relationship you are seeking now? Short-term project? Long-term guidance and monitoring?*
I understand that unless I "opt out", I will receive marketing material from Rooted Planning Group*

Yes, I understandI would like to opt out
Please select "Submit" below after scheduling a meeting
Schedule Meeting
If you would like {coclient_Name} to receive a meeting notification, please complete the following steps:
1. Select your desired meeting date and time
2. On the next page, select
  Add Guests
  under the "Email" field
3. Enter {coclient_Email} into the "Guest Email(s)" field
Should be Empty:

Rooted Planning Group Welcomes you to Schedule an Exploratory Meeting with Kate Welker