Looking to Learn More / Meet?
This is a no-cost, no-pressure conversation to get to know each other. We'll learn about what you're looking for, share how we support our clients families, and see if it feels like a good fit. If so, we’ll talk about next steps. If not, we’ll do our best to help you find the right path forward.
About You
First Name
*
Last Name
*
Email Address
*
example@example.com
Mobile Phone Number
*
Please enter a valid phone number.
Are you partnered/married?
*
No
Yes
About Your Partner
Partner's First Name
*
Partner's Last Name
*
Partner's Email Address
*
example@example.com
Partner's Mobile Phone Number
*
Please enter a valid phone number.
Back
Next
About Our Connection
What has piqued your interest in pursuing financial planning in this season of life? Why now?
*
What type of relationship are you looking to build with a financial planner?
*
Please Select
I want an ongoing, proactive relationship with an advisor who provides both financial planning and investment management.
I want a short-term engagement that provides me with a financial plan.
I'm not sure yet.
I understand that Collective Wealth Planning offers either project-based financial planning (typically starting around $7,500) or ongoing wealth management for households with at least $500,000 in investable assets.
*
Acknowledged
How did you find Collective Wealth Planning?
*
Back
Next
Book Your Appointment
After booking, you will receive immediate confirmation of your appointment, along with a reminder email 24 hours before our meeting.
30-Minute Introductory Call (Phone or Zoom)
Anything else?
Anything else we should know? If not, simply click 'Complete my Booking' below.
Complete my Booking
Should be Empty: