Clone of FP Introductory Meeting Schedule

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Are you an existing client of Eight Peaks Wealth Management?* This field is required.
YESNO
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Welcome Back!

We’re excited to meet with you again. Since you’re already a valued client, please use our LEGACYSCULPT™ Client Scheduling page to set up your appointment.

We recommend bookmarking this page for easy access in the future.

You’ll also find other helpful resources inside your LEGACYSCULPT™ Client Resources Hub — including planning tools, guides, and scheduling links to make your experience seamless.

If you need help, don’t hesitate to reach out.
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Have you previously had an Introductory Financial Planning Call with us?* This field is required.This helps us keep accurate records and avoid duplicate profiles in our system.
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 connect with you again. Since you’ve already had an Introductory Call, your next step is to schedule a Discovery Meeting. In this meeting, we’ll dive deeper into your goals, review your financial picture, and explore whether working together is the right fit.
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Schedule Your Discovery Meeting* This field is required.Please select a time that works best for you. This meeting is typically 45–60 minutes and can be held via Zoom, Google Meet, Microsoft Teams, or phone call.
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Welcome! To ensure our retirement and tax planning services deliver more value than they cost, we typically serve households with $500,000 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 Financial Planning Meeting.
Yes — I have $500K+ 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 looking for advice-only or project-based engagement billed hourly.
No — I’m a young family/professional (under 40) looking to get started with foundational planning.
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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 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: $210,000 AGI × 2% = $4,200.
YESNO
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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.There is no fee for scheduling the Introductory Financial Planning Meeting
YESNO
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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 limited financial planning engagement requires a minimum annual fee of $3,300, billed monthly, and is exclusive to professionals and families age 40 and under. I am prepared to pay 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: $165,000 AGI × 2% = $3,300.
YESNO
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I understand that the fees required by Eight Peaks Wealth Management may not align perfectly 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.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+
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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+
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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
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Thank you! Please provide your name.* This field is required.
First Name
Last Name
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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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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
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Schedule Your Introductory Call* This field is required.Choose a time that works best for you. This 30–45 minute call is complimentary and designed to help us explore fit and next steps.
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Thank you for your time. Please click submit to close this form.
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