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B. Drake Agency Concierge Intake Audit
Complete the form to provide your details and specify your consultation needs.
Core Information
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
How should we address you?
*
Please Select
Mr.
Mrs.
Ms.
Dr.
Primary Goal of This Consultation
*
Individual / Family Asset Protection (B2C)
Corporate Continuity & Professional Partnership (B2B)
Individual / Family Asset Protection (B2C)
Current Employment Status
*
Please Select
W-2 Employee
Self-Employed
Retired
Biggest Financial Priority
*
Protecting my home/mortgage from unexpected foreclosure
Building tax-sheltered wealth/cash accumulation
Ensuring my family is protected against sudden medical diagnoses/illness
Estate planning and legacy transferring
Personal optimization, mindset architecture, and life coaching alignment
Active Life Insurance or Living Benefits Policy
*
Yes group policy through work
Yes private policy
No
Not sure/Needs an audit
Household Monthly Recurring Debt
*
Please Select
Under $2k
$2k-$5k
$5k-$10k
$10k+
Corporate Continuity & Professional Partnership (B2B)
Business or Firm Name
*
Industry / Professional Focus
*
Please Select
CPA/Tax
Mortgage/Lending
Real Estate
Legal
Small Business Owner
Primary Objective for Partnering with the B. Drake Agency
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Adding an Education-First concierge value-add for my existing clients
Auditing corporate group packages for hidden tax leaks
Establishing a reliable mutual client referral loop in the DFW area
Protecting business continuity Key-Person/Buy-Sell Agreements
Auditing corporate remote infrastructure and designing workforce retention strategies
Securing 1-on-1 executive performance coaching and leadership behavior strategy
Percentage of Client Base That Consists of Business Owners or High-Net-Worth Individuals
*
Under 25%
25%-50%
50%-75%
75%+
Secure My Audit Details
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