Clone of Schedule Your Intro Meeting (w/ meeting link)

1

Name* This field is required.

First Name

Last Name

2

Phone Number* This field is required.

Please enter a valid phone number.

3

Email* This field is required.

example@example.com

5

What is your marital status?* This field is required.

6

Is your Partner/Spouse involved in financial decisions?* This field is required.

YesNo

7

What is your Partner's/Spouse's name and pronouns?* This field is required.

Name

Pronouns

8

Select the range that fits your household income level* This field is required.

Below $100,000

$100,000 - $200,000

$200,000 - $500,000

$500,000+

9

Do you currently have money invested? If so, about how much?* This field is required.A close estimate will do.

None currently

Less that $250,000

$250,000 - $500,000

$500,000 - $1,000,000

$1,000,000 - $5,000,000

$5,000,000+

10

What motivated you to seek financial planning advice at this moment in your life?* This field is required.Please be as open as you feel comfortable here

12

Why did you consider Aequitas Financial for your financial planning and investment management needs?* This field is required.

13

I acknowledge that Aequitas Financial's fees start at $6,000 per year for Financial Planning and I'd like to learn more* This field is required.Once you click "Submit", you will be redirected to schedule our meeting

Yes, let's chat!