New Client Interest Survey
Thank you for your interest in working with Stardust Wealth Strategies! We are currently accepting new clients on a waiting list basis that runs 2-3 months out. This brief survey will help me understand more about what you're looking for in a financial planner and determine if we might be a good fit. After reviewing your responses, I'll reach out to schedule an introductory Zoom call, if appropriate. Your time is valuable, so I appreciate you taking a few minutes to share the details of what you're looking for!
Client
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First Name
Last Name
Client Email
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example@example.com
Client Pronouns
they/them, she/her, he/him, */*
Client Employer
Marital Status
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Please Select
Single
Married
Partnered
Divorced
Widowed
Other
Would you like to include a co-client?
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Please Select
No
Yes
Co-Client Information
Co-Client Name
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First Name
Last Name
Co-Client Email
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example@example.com
Co-Client Pronouns
they/them, she/her, he/him, */*
Co-Client Employer
A bit more about you...
Where do you live? (City, State)
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Do you have children? If so, what are their ages?
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What types of equity compensation do you currently have? Stardust Wealth specializes in tax planning and managing concentrated/illiquid positions that comes with this type of compensation. If you select 'None' but still feel we'd be a great fit for your situation, please explain why in a later question.
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Incentive Stock Options (ISOs)
Non-qualified Stock Options (NSOs)
Restricted Stock Units (RSUs)
Double-trigger RSUs (RSUs with extra vesting rules besides time)
Restricted Stock Awards (RSAs)
None
Other
Tell me about your current financial picture. Please share an overview of your income, any significant debts, and your current savings or assets.
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What are your goals in working with a financial planner? What do you envision us having accomplished a year from now that will make you more confident, happy, relaxed, etc? Is there a reason you particularly want to work with Stardust Wealth?
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Stardust Wealth Services primarily has engages with clients on an long-term basis and manages client assets at Schwab Brokerage. We will occasionally take on projects related to positioning equity in early-stage startups or liquidity events. What type of financial planning engagement are you looking for?
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Comprehensive Financial Planning - https://stardustwealth.com/comprehensive-financial-planning/
Event-Driven Planning Project - https://stardustwealth.com/event-driven-financial-advising/
The links above explain Stardust Wealth Services fee-only pricing model. Please confirm you have reviewed these fees and are interested in proceeding.
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I have reviewed Stardust's fees
How did you find Stardust Wealth? If a specific person or group referred you, please let me know!
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