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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!
Once you fill out this form you will be taken to a calendar to schedule a virtual meeting. Please schedule a time that works best for you! We ask that if you need to cancel or reschedule you do so at least 24 hours in advance.

First, what's your full name?

What's the best email address to contact you?

While we primarily work with freelancers, we have plenty of clients who are not. How would you describe yourself?

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Who will we be planning for?

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B
C

What areas of your finances would you like to focus on during our first year? (select all that apply)

What prompted you to reach out to an advisor at this time?

What best describes what you are looking for?

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What is your average annual household income?

Anything else you would like us to know? (questions, concerns, pronouns, additional people to consider, etc. )

How did you hear about us?

Join our monthly newsletter for financial planning insights and exercises to help you stay on track.

I understand that this is a consultation for financial planning services. I understand I will not receive financial advice during this meeting.