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Hi!

We're glad you stopped by. We are excited to talk to you about your situation and help you plan for your future but we just need a little information from you to start the conversation. Don't worry, it should only take about 5 minutes but gathering some of your basic information ahead of time allows us to have a more tailored conversation with you.  Once you submit, we'll review your answers and get back to you as quickly as possible.
11Questions
  • 1
    Ok, here's an easy one. Let's start with your email address so we know how to contact you.
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  • 2
    Hopefully another easy one.   
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  • 3
    Everyone has one...what's yours?  
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  • 4
    What would you like to discuss with us?  Is there a particular issue or concern you wanted to talk about? Is there something keeping you up at night or you are worrying about?
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  • 5
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  • 6
    Do you have children?
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  • 7
    When would you like to retire?
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  • 8
    How comfortable are you with investing?
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  • 9
    Please estimate your annual income.
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  • 10
    Please estimate your annual savings.
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  • 11
    Tell us a little about your assets so we can best assign services to your unique needs. Investable assets include things like cash/stocks/bonds/mutuals funds. Don't forget to include company retirement plan (ie 401k, 403b, etc) You can exclude things like the value of your home, a business, etc.
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  • 12
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  • 13
    Why are you looking for a new one?
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  • 14
    You marked 'Other' when asked why you are looking for a new advisor. Could you please provide more detail?
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  • 15
    You marked that you are not satisfied with your current advisor. Could you please provide more detail?
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  • 16
    Why are you looking to retain an advisor? (Select all that apply)
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  • 17
    You indicated you had a specific problem/challenge. Could you please provide more detail?
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  • 18
    You marked 'Other' when asked why you are looking to retain an advisor. Could you please provide more detail?
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  • 19
    In addition to investing expertise, your Ideal Advisor would have expertise in...
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  • 20
    Do you need your financial advisor to be in your immediate area?
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  • 22
    (internal use only) for Metadata
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  • 23
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