Retirement Makeover

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AcknowledgementNote: none of the following personally identifiable information will ever be shared on our show: Full name, email address, phone number, social security number, account numbers. Although we will record our meeting and that meeting will show your net worth and income, we will not share anything beyond that. I agree to have my financial situation recorded and posted to YouTube. Before scheduling our Retirement Makeover Meeting we will send you a release of information authorization and a our advisory agreement. I acknowledge that The Retirement Makeover engagement will be limited in scope to a single planning meeting with James and the engagement shall cease as soon as that meeting is over.
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What is your name?* This field is required.
First Name
Last Name
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Please write the phonetic pronunciation of your full name.
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Are you already retired?* This field is required.
Yes
No
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When did you retire?
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What challenges have you faced when it comes to retirement planning?* This field is required.
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What’s your biggest fear about your financial future?* This field is required.
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What are you most excited for as you plan for your retirement?* This field is required.
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What questions would you like James to answer for you on a show?* This field is required.
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What is your approximate current income? Annually
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What is your approximate total investment account value?Excluding real estate
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What is your approximate net worth?Including real estate
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Optional: Include a brief video link sharing anything else you'd like to cover on an episode. (Loom.com is a free video tool)
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What is your email?* This field is required.
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