Apply for a FREE 30 minute strategy session to find out if ongoing financial planning is right for you.

The FREE strategy session includes:

  • 30 Minutes of one-on-one time.
  • A quick assessment of your current financial situation.
  • An action step that you can take right away (whether or not you decide to become a client).

In order for us to do our job, you have to help us by answering these questions as best you can! It’s completely confidential and it’s why you’re here anyway, right?

After you fill out the form below, someone from my team will reach out to you within 3 business days with the next step.

Looking forward to chatting with you!

*IMPORTANT: Unfortunately, if you are not a U.S. citizen or permanent U.S. resident we cannot work together due to compliance regulations.






 

Your full name? (required)

Your email address? (required)

Your phone number? (required)

Your state of residence? (required)

Your age? (required)

How did you learn about us? (required)

What are some of your current financial goals? (required)

What is your annual income? (required)

How much do you have in savings? (required)

How much are you saving on a monthly basis? (required)

How much debt do you have? (required)
(Feel free to add any details you have available.)

How much do you have in your retirement accounts? (required)

What other investments do you have?

What are the biggest challenges you have with your finances right now? (required)

Does anyone else need to be on this call for you to make a decision about moving forward? (required)
YesNo

If you answered yes to the question above, who?

When are you looking to take action on hiring a financial planner?

Anything else we should know before calling?