What would you like a financial advisor to help you with?

Investing Taxes Financial Planning Education Planning Debt Management Retirement Planning Insurance Analysis Estate Planning Budgeting

Do you currently have a financial advisor?

Yes No

Where do you live?

We can currently only work with US citizens.

Zip code

Do you want to work with your advisor remotely?

Yes, video and phone are great for me No, I prefer to meet in person I’m not sure

How old are you?

We can currently only work with clients 18 years or older.

Age

When do you plan to retire?

I am currently retired In less than one year 1 - 5 years 6 - 10 years 11+ years

Are you a business owner?

Yes No

What’s your annual household income?

$50,000

Under $50,000 Over $500,000

How much money do you have in the following buckets?

Cash

Employer Sponsored Retirement

Non Employer Sponsored Retirement

Investments

$120,000

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First name

Last name

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