Financial Planning Interest Form
Jen & Jill are excited to announce the launch of our new Financial Planning Firm, coming this November-ish! We're now gauging interest for founding clients. Comprehensive financial plans generally range from $1,000–$4,000 depending on complexity. If interested, please fill out this form and we'll reach out in October to schedule.
Name
First Name
Last Name
Email
example@example.com
What is your age range?
18-24
25-34
35-44
45-54
55-64
65+
State
Occupation
What is your annual income range?
Under $24,999
$25,000-$49,999
$50,000-$74,999
$75,000-$99,999
$100,000-$149,999
$150,000+
What is your marital status?
Single
Married
Divorced
Widowed
Children?
None
0
1
2
3
4
5
6
or more
7
0 is None, 7 is or more
Approximate investable assets?
Under $50k
$250–500k
$50–100k
$500k–1M
$100-250K
$1M+
Homeowner?
Yes
No
Business owner?
Yes
No
Rental Properties?
None
1
2-5
5+
Retirement Plan?
None
Roth IRA
401(k)
403(b)
IRA
457
Other
Stock compensation?
None
ISOs
RSUs
NSOs
ESPP
Other
Which tax return best describes you?
1040 only
Business owner
W-2 + investments
Partnership/K-1
Multiple entities
Why are you looking for a planner? (check all that apply)
Retirement
Tax planning
Cash flow
Insurance
Investing
College planning
Estate planning
Business planning
Life transition
Other
What prompted you to apply?
Have you worked with a financial planner before?
Yes
No
Which statement best describes you?
I mostly need education.
I want a professional to review my plan.
I want a comprehensive financial plan with clear recommendations.
I want an ongoing advisor.
When are you hoping to begin planning?
Immediately
Within 3 months
3–6 months
Just exploring
Have you ever paid for professional financial advice?
Yes
No
Comprehensive financial planning engagements typically range from $1,000–$4,000, depending on complexity. How does that align with your expectations?
That's within the range I expected.
It's more than I expected, but I'd still consider it.
I'm looking for something less expensive.
Which statements describe you? (check all)
I enjoy learning about personal finance.
I value professional expertise.
I'm ready to implement recommendations.
I follow Frugal Friends.
I'm looking for someone to "manage everything."
I want accountability.
I want help with implementation
I understand there isn't a magic solution.
Submit
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