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Why does money matter?
Please give us some brief information about your current situation.
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1
Name
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First Name
Last Name
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2
What's on your mind?
Not just money stuff, but generally.
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3
What is the main thing you believe stands between you and 100% confidence in your finances?
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4
If you could hit an "easy button" and didn't have to think about money, describe your ideal life.
Who is important in your life and how would you spend your time?
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5
What is the best financial decision you've made and what did it do for you?
How did a good financial decision impact your life?
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6
What is the biggest financial mistake you have made and what happened?
How did it impact your life?
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7
Are there any charities, causes, or issues that you are passionate about?
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8
How much do you have saved for retirement?
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$0 - $500,000
$500,001 - $1,000,000
$1,000,000 - $3,000,000
$3,000,000+
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9
Which one sounds most like you?
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I am a DIY investor and would like a one time plan.
I am comfortable with my plan but need help making sure I am invested wisely.
I am looking for a team to do a comprehensive plan for me and help me with all aspects of the plan.
I don't need a plan, but I want some next level investment help.
I don't know what I don't know.
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10
Describe your current situation.
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I have a financial advisor, but would like a second opinion.
I have a financial advisor but think there may be a better fit for me.
I don't have a financial advisor.
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11
What would a successful engagement with a financial advisor look like for you, and how would it improve your life?
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12
If I don't have it already, please enter your email address.
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You will have the opportunity to schedule an appointment on the next screen.
example@example.com
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13
Phone Number
If you would like to be contacted by phone please enter your number below.
Please enter a valid phone number.
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14
If you haven't already, and would like to talk, please grab a time on my calendar.
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