Pre-Meeting QuestionnaireThis short questionnaire helps us prepare for your upcoming meeting and focus on the areas most important to you.Estimated time: 2–3 minutes. Only your name and email are required; all other questions are optional. Pre-Meeting Questionnaire Contact First NameLast NameYour EmailDate of BirthState of ResidenceAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingMarital StatusSingleMarriedDomestic PartnershipDivorcedWidowedPrefer not to sayEmployment Status Employed Self-employed / Business owner Retired Between jobs OtherDo you have any dependent?0123+What are you financial goals? (Check all that apply) Retirement Tax Strategy Estate Planning Debt Management Large Purchases (Home, Cars…) Health Care Needs Insurance Needs Children’s Education Charitable GivingWhat 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 IRA Taxable brokerage account Bank savings or cash accounts Real estate investments Business ownership Trust accounts Cryptocurrency or digital assets OtherWhat 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.Submit
