Potential Client Inquiry Form

1

Are you interested in a one-time plan or ongoing advisory relationship?* This field is required.Please see our websites pricing page for a description of our services.

One-time Plan

Ongoing Advisory

Would like to discuss

2

How long until you your goal retirement or financial independence?* This field is required.

10 years +

10-3 years

3 years or less

3

What is the total value of your investment accounts?* This field is required.Include value of all IRAs, 401(k)s, and brokerage accounts. Does not include equity in real estate.

2MM +

1MM - 2MM

1MM or less

Other

4

What is the value of your cash balances* This field is required.Cash balances are FDIC insured accounts, CDs, and money market funds

50K or less

50K-100K

100K+

5

What is the top reason you are reaching out to us?* This field is required.

Retirement Planning

Tax Planning

Investment Planning

Estate Planning

General Financial Planning