Pre-Meeting Questionnaire

First Name*

Last Name*

Your email*

Phone Number*

Date of Birth*

State of Residence*
AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming

Marital Status*
SingleMarriedDomestic PartnershipDivorcedWidowedPrefer not to say

Employment Status*
EmployedSelf-employed / Business ownerRetiredBetween jobsOther

Do you have any dependent?
0123+

What are you financial goals? (Check all that apply)*
Comprehensive Financial PlanRetirement planningTax Planning / Reducing TaxesEstate PlanningDebt ManagementHome PurchaseHealth Care PlanningInsurance NeedsChildren's EducationCharitable Giving

What is your approximate investable assets?
0-$100k$100k–$250k$250k–$500k$500k–$1M$1M+

Where are your assets currently held? (Check all that apply)
Employer retirement plan (401k / 403b / TSP)IRA or Roth IRATaxable brokerage accountBank savings or cash accountsReal estate investmentsBusiness ownershipTrust accountsCryptocurrency or digital assetsOther

What is your biggest financial concern or question right now?

*I understand this message is for informational purposes only and does not create an advisory relationship. I consent to be contacted.

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