Clone of FP Introductory Meeting Schedule

1
Welcome! To ensure our retirement and tax planning services deliver more value than they cost, we typically serve households with $1,000,000 or more in investable assets (excluding real estate). Which of the following best describes your situation?* This field is required.There is no fee for scheduling your Introductory Wealth Management Consultation.
Yes — I have $1M+ in investable assets and would like to explore wealth management services.
No — I don’t meet the minimum, but I’d like to explore ongoing financial planning without investment management.
No — I’m a young family/professional (under 40) looking to get started with foundational planning.
No — I’m looking for a focused, project-based limited engagement.
No — I’m looking for an hourly-billed advisory session for basic questions.
2
I understand that ongoing financial planning services (excluding investment management) require a minimum annual fee of $6,300 -- billed monthly. I am prepared to pay a fee at this level if I choose to engage Eight Peaks Wealth Management for ongoing planning support.* This field is required. 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: $315,000 AGI × 2% = $6,300.
Yes - I understand and am prepared to pay a fee at this level
No — I’m not prepared to move forward at this fee level, but I’d like to explore educational resources or future planning options.
3
I understand that focused, project-based financial planning engagements typically begin at $3,600, and I am prepared to pay a fee at this level should I choose to engage Eight Peaks Wealth Management.* This field is required.There is no fee for scheduling the Introductory Wealth Management Consultation.
Yes — I understand and am prepared to pay a fee at this level
No — I’m not prepared to move forward at this fee level, but I’d like to explore educational resources or future planning options.
4
We offer a limited number of financial planning engagements exclusively for professionals and families age 40 and under. These engagements are designed to help you get started with investing, build strong financial habits, or create a plan for managing debt — without the cost of full-service financial planning. I understand that this engagement requires a minimum annual fee of $4,200, billed monthly, and is exclusive to professionals and families age 40 and under. I am comfortable with a fee at this level if I choose to move forward with Eight Peaks Wealth Management.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: $210,000 AGI × 2% = $4,200.
Yes - I understand and am prepared to pay a fee at this level
No — I’m not prepared to move forward at this fee level, but I’d like to explore educational resources or future planning options.
5
I understand that hourly, advice-only and services are billed at $360 per hour (with a 30-minute minimum), and I am comfortable with a fee at this level should I choose to engage Eight Peaks Wealth Management for these services.There is no fee for scheduling the Introductory Wealth Management Consultation, however, no advice will be provided during this call.
Yes - I understand and am prepared to pay a fee at this level
No — I’m not prepared to move forward at this fee level, but I’d like to explore educational resources or future planning options.
6
I understand that hourly, advice-only and services are billed at $360 per hour (with a 30-minute minimum), and I am comfortable with a fee at this level should I choose to engage Eight Peaks Wealth Management for these services.* This field is required.There is no fee for scheduling the Introductory Financial Planning Meeting
YESNO
7
I understand that ongoing financial planning services (excluding investment management) require a minimum annual fee of $6,300 -- billed monthly. I am prepared to pay a fee at this level if I choose to engage Eight Peaks Wealth Management for ongoing planning support.* This field is required. 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: $315,000 AGI × 2% = $6,300.
YESNO
8
I understand that focused, project-based financial planning engagements typically begin at $3,600, and I am comfortable with a fee at this level should I choose to engage Eight Peaks Wealth Management.* This field is required.There is no fee for scheduling the Introductory Financial Planning Meeting
YESNO
9
We offer a limited number of financial planning engagements exclusively for professionals and families age 40 and under. These engagements are designed to help you get started with investing, build strong financial habits, or create a plan for managing debt — without the cost of full-service financial planning. I understand that this engagement requires a minimum annual fee of $4,200, billed monthly, and is exclusive to professionals and families age 40 and under. I am comfortable with a fee at this level if I choose to move forward with Eight Peaks Wealth Management.* This field is required.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: $210,000 AGI × 2% = $4,200.
YESNO
10
It looks like we may not be the right fit for ongoing planning right now — and that’s perfectly okay. We’d still love to support you in ways that are meaningful. Please let us know what would be most helpful to you:* This field is required.
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
Other
11
Excluding real estate, the balance of your retirement nest egg (investment + retirement accounts) is approximately:* This field is required.This helps us understand the scope of your financial picture so we can tailor our discussion.
Under $100K
$100K - $250K
$250K - $500K
$500K - $1M
$1M - $2M
$2M - $5M
$5M - $10M
$10M+
12
What is your approximate Adjusted Gross Income (AGI)?* This field is required.An estimate is fine — we use this only to gauge planning and tax needs.
Under $125,000
$125K - $250K
$250K - $375K
$375K - $500K
$500K - $1M
$1M+
13
What is your current age?* This field is required.Your age range helps us focus on the planning topics most relevant to you.
Under 40
40 - 49
50 - 59
60 - 65
66 - 72
Over 72
14
Are you currently working with a financial advisor?* This field is required.
Yes - But I'm not convinced they're a good fit and I need a second opinion
No
15
Thank you! To begin the scheduling process, please provide your name.* This field is required.
First Name
Last Name
16
Schedule Your Introductory CallChoose a time that works best for you. This 30–45 minute call is complimentary and designed to help us explore fit and next steps.
17
What is your preferred email address?* This field is required.Please enter your preferred email address. We’ll send your meeting confirmation and details here.”
example@example.com
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