Getting to Know You

Getting To Know You

Please take a few minutes to tell us more about yourself prior to scheduling a meeting.
Personal Details

Please answer as many fields as possible. If you'd like us to review your investments, these copies can be submitted at the bottom of the form.
Full Name*

First NameLast Name
Cell Phone*
Email*
example@example.com
Birthday*

MonthDayYear
Home Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Tell us about your job:*
Spouse or Joint Contact Details
Full Name

First NameLast Name
Cell Phone
Email
example@example.com
Birthday

MonthDayYear
Tell us about your job:
More About Your Situation
What prompted you to contact us today?*
How did you hear about us?*
Please Specify*
What items would you like to discuss in order to best utilize our time together (please check all that apply)?
Do you have a deadline for making any of these financial decisions?*
Tell us more about your family (marital status, name of spouse, children, other dependents, important medical information, etc.):
Are you currently working with a financial advisor?*

YesNo
What other professionals do you work with (CPA, attorney, agent, etc.)?
Are you happy with your previous investment results?

YesNoNot Applicable
Do you have a drink preference?
Please Specify
Optional: If you have investment statements or other documents we need to preview, please upload them securely here:

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Getting To Know You