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Please take a few minutes to complete this brief questionnaire. Your responses help us better understand your financial situation, planning needs, and whether our services are the right fit. After submitting the form, you’ll be directed to our calendar to schedule a complimentary introductory call.

First Name*

Last Name*

Email*

Phone*

How did you find us?*

What state do you currently live in?*

Your age*

Marital status*

Single

Married

Engaged

Are you retired?*

Yes

What are you looking for help with?*

Financial Planning

Investment Management

Both

Not Sure

Are you a citizen of another country?*

Yes

Do you have any financial assets outside the United States? Include any foreign bank accounts, investments, income sources, or real estate.*

Yes

Do you own any real estate besides your primary residence?*

Yes

Do you currently hold any private or alternative investments? Examples include private real estate, hedge funds, private loans, structured notes, or partnership interests.*

Yes

Do you own or actively participate in a business?*

Yes

Do you own any annuities?*

Yes

Do you own any permanent life insurance policies? Examples include whole life or universal life.*

Yes

Do you have any complex or unresolved tax situations? Examples include audits, unpaid taxes, amended returns, or unusual filings?*

Yes

How comfortable are you with a fully digital experience?*

I prefer paper and in-person for everything.

I can adapt with some help.