Discovery Session
Our success starts with Getting to Know You, followed by Getting to Know Your Money, and then Putting Your Money in Motion. Please fill out this short survey to tailor your experience with the team!
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
1. Everyone has their own personal money story. How would you describe your relationship with your finances?
Need help organizing my finances
Have a good grasp, but need expert guidance
Looking for advanced strategies
2. The investment ladder has varying levels. Which of the following best describes your investment experience?
Novice: This is all new me
Developing: Have some experience with investments
Advanced: Experienced and knowledgeable investor
3. Are you currently receiving any assistance from a financial advisor or planner?
Yes, I have an advisor
No, I am looking for an advisor
I used to work with an advisor, but not anymore
4. Are you a business owner looking to develop tax strategies or implement a retirement or succession plan?
Yes
No
4a. If yes, please share a brief description of your company.
5. How did you hear about us?
Referral
LinkedIn
Instagram
Facebook
Seminar
Other
5a. If Referral, please share the full name of the person who brought you to us.
Convenient Availability
Monday
Tuesday
Wednesday
Thursday
Friday
Morning
Afternoon
Evening
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