Request Initial Consultation

Please complete the following questionnaire to request a no-cost consultation at your convenience. Please allow one business day to receive your scheduling link, which will arrive via email.

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First Name(required)

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Last Name(required)

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Email(required)

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Please select any that apply:(required)

Single Married Divorced Second Marriage Widow/Widower No Children Dependent Children Adult Children

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Please enter your spouse's name, if married.

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Are you or your spouse self-employed or a business owner?(required)

Yes

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Please list business names and industry, if applicable:

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Please select your age range:(required)

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Please select your spouse's age range, if applicable:(required)

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I am interested in the following services:(required)

Comprehensive Financial Planning Charitable & Family Giving Planning Savings & Investment Strategy Portfolio Withdrawal & Retirement Income Strategy Investment Management Surviving Spouse Services Planning for Self Employed Planning for Business Owners

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Please describe your reason for hiring a financial planner at this time:(required)

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Please describe your top three financial concerns or top 3 items you would like to address: (required)

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Please enter any additional comments below:

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Yes, please email me to schedule an introductory meeting.(required)

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Do not use this form to submit any confidential personal information, including your date of birth, social security number, or any account numbers.