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New client consultation
Thank you for your interest in working together! Before you schedule your first consultation, we ask that you answer a few questions so that we can better prepare for our meeting. Don't worry, we will dive deeper into your answers when we meet!
First, what's your name?
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What's the best email address to contact you?
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While we primarily work with freelancers, we have plenty of clients who are not. How would you desc
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A
Self-employed, freelancer, business owner
B
W2 employee
C
Interested in moving to self-employment
D
It's complicated
Who will we be planning for?
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A
Just me
B
Myself and a partner
C
My self and my family
What areas of your finances would you like to focus on during our first year? (select all that apply)
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Spending and savings
Cash flow and account set up
Transition to self-employment
Home purchase
Debt repayment
Retirement planning
Tax planning
Investment recommendations
College planning
Early retirement
All of the above
What prompted you to reach out to an advisor at this point?
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Anything else you would like us to know? (questions, concerns, pronouns, additional people to consider, etc. )
How did you hear about us?
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Let's get scheduled!