2027 Financial Planning Interest Form
Thank you so much for your interest in working together! At this time, I am at capacity for 2026. If you're open to waiting until 2027 to get started, please fill out this interest form, and I will notify you when availability opens up.
Curious Crow Financial Planning offers advice-only financial planning services. New clients start with a 6-month comprehensive financial planning engagement for a cost of $5,000. We are not able to offer hourly or limited scope projects for new clients at this time.
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I understand the fee and services, and I'm interested in seeing if we're a good fit to work together in 2027!
Name
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First Name
Last Name
Email
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example@example.com
Pronouns
Partner's Name (if applicable)
First Name
Last Name
Partner's Email (if applicable)
example@example.com
Partner's Pronouns (if applicable)
What state do you reside in?
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Please share a little about what's on your mind and what you're hoping to get out of working with a financial advisor.
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How did you hear about us?
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Do you have any unique planning considerations? (Examples include: cross-border planning, owning a business with employees, large amounts of real estate holdings, large student loan balances, federal estate tax concerns, or any other items that may add complications)
Submit
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