FP Introductory Meeting Schedule

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Have you met with us before for an Introductory Financial Planning Call?To keep our records accurate and avoid duplicate profiles in our system, please let us know if you’ve already had an introductory call with us

No, this will be my first contact with Polzin Financial Group (Eight Peaks Wealth Management)

Yes, I've already had an Introductory Call with Polzin Financial Group (Eight Peaks Wealth Management)

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Welcome back!

We're excited to meet with you again. Since you’ve already had an Introductory Call with us, let’s make sure we schedule the right type of meeting for your next step.

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We want to ensure your time is well-spent and that each meeting has a clear purpose. Please select the option that best describes why you’d like to meet with us again.

Discovery Call – A deeper planning session where we review your financial picture in more detail, explore goals, and discuss tailored strategies.

Specific Planning Topic – For example: retirement planning, investment management, insurance review, or another focused financial question.

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Welcome! We currently have a $500K investment minimum to ensure the value of our retirement and tax planning services outweighs the cost. Do you have $500K of investable assets excluding real estate?* This field is required.NOTE: There is no fee for scheduling the Introductory Financial Planning Meeting

Yes - I have a $500K+ portfolio

No - I don't, but I'd like to explore ongoing financial planning without investment management

No - I'm looking for an advice-only or project-based engagement for an hourly fee

No - but I'm a young family/professional (under 40) looking to get started

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Please note: Our MINIMUM annual fee for ongoing financial planning services (excluding investment management) is $4,200, billed monthly.

As a general guideline, we recommend this fee not exceed 2% of your Adjusted Gross Income (AGI) — found on IRS Form 1040, Line 11.

Example: $210,000 AGI x 2% = $4,200

REMINDER: There is no fee for scheduling the Introductory Financial Planning Meeting

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I understand that ongoing financial planning services (excluding investment management) require a minimum annual fee of $4,200, billed monthly. I am prepared to pay a fee at this level should I choose to engage Eight Peaks Wealth Management for ongoing planning support.* This field is required.NOTE: There is no fee for scheduling the Introductory Financial Planning Meeting

YESNO

7

Please note: Our hourly, advice-only and project-based services are billed at $315/hour. This service is ideal for clients seeking targeted financial guidance without the need for an ongoing engagement.

REMINDER: There is no fee for scheduling the Introductory Financial Planning Meeting

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I understand that hourly, advice-only and project-based services are billed at $315 per hour (with a 30-minute minimum), and I am prepared to pay a fee at this level should I choose to engage Eight Peaks Wealth Management for these services.* This field is required.NOTE: There is no fee for scheduling the Introductory Financial Planning Meeting

YESNO

9

Please note: We offer a limited number of financial planning engagements exclusively for young (age 40 and under) professionals and families who are looking to get started with investing, build healthy financial habits, or create a plan for managing debt—without the cost of full-service financial planning.

Our MINIMUM annual fee for this service is $3,300, billed monthly.

As a general guideline, we recommend this fee not exceed 2% of your Adjusted Gross Income (AGI) — found on IRS Form 1040, Line 11.

For example: $165,000 AGI × 2% = $3,300.

10

I understand that the limited financial planning engagement requires a minimum annual fee of $3,300, billed monthly, and is exclusive to early-career professionals and young families (under 40). I am prepared to pay a fee at this level should I choose to engage Eight Peaks Wealth Management for this service.* This field is required.NOTE: There is no fee for scheduling the Introductory Financial Planning Meeting

YESNO

11

I understand that the fees required by Eight Peaks Wealth Management may not align with my current financial situation. However, I would still like to schedule an appointment to explore potential next steps.* This field is required.

YESNO

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Excluding real estate, the balance of your retirement nest egg (investment + retirement accounts) is approximately:* This field is required.

Under $100K

$100K - $250K

$250K - $500K

$500K - $1M

$1M - $2M

$2M - $5M

$5M - $10M

$10M+

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It looks like we may not be the right fit at this time — and that’s okay. We’d still love to stay in touch in a way that’s helpful to you. Please check any of the boxes below that apply, and we’ll make sure you hear from us in a way that aligns with your needs:

Add me to your newsletter for financial tips and updates

Reach out for a future check-in

Refer me to another trusted advisor who might be a better fit

Contact me about tax preparation services

Keep my information on file for future opportunities

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Thank you! Please provide your name.* This field is required.

First Name

Last Name

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Email address* This field is required.Please enter your preferred email address

example@example.com

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Schedule Your Discovery Meeting* This field is required.

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Schedule Your Hourly-Billed Financial Planning Meeting* This field is required.

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Schedule Your Introductory Call* This field is required.

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Thank you for scheduling! Please click Next and then Submit to finalize your appointment.

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Please Submit to close this form.