Stardust Wealth Prospect Interest Form

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

First NameLast Name
Client Email
example@example.com
Client Pronouns
they/them, she/her, he/him, */*
Client Employer
Marital Status
Would you like to include a co-client?
- Co-Client Name
  
  First NameLast Name
- Co-Client Email
  example@example.com
- Co-Client Pronouns
  they/them, she/her, he/him, */*
- Co-Client Employer
- Where do you live? (City, State)
- Do you have children? If so, what are their ages?
- 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.
  
  Other
- Tell me about your current financial picture. Please share an overview of your income, any significant debts, and your current savings or assets.
- 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?
- 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?
- The links above explain Stardust Wealth Services fee-only pricing model. Please confirm you have reviewed these fees and are interested in proceeding.
- How did you find Stardust Wealth? If a specific person or group referred you, please let me know!
- Should be Empty:

New Client Interest Survey