Before We Meet: Relationship Questionnaire


Prior to setting a complimentary introductory phone conversation, we ask that you complete the questions below. They help us make our time together more focused and helpful to you. This should take ~ 10 minutes. Once we receive these we will reach out to you with scheduling options.

We keep all of this information to ourselves. We never share with "affiliates" because we don't have any annoying marketing affiliates. We also do not ask for personal information here such as date of birth, social security numbers, account numbers, etc. 

Name *
Name
Are you married? *
Do you have kids?
Do you keep a budget? *
Check off the financial planning objectives that are important to you *
Check any and all that apply
What financial tools do you have available to you? *
Check all that apply
Real Estate *
Do you own personal and/or investment real estate?
Do you work with a financial advisor? *
Let us know if you work with or have worked any kind of financial professional
If you worked with an advisor, how did you pay them?
Check any and all that apply
Optional comments.
Your best phone *
Your best phone
Spouse's phone
Spouse's phone
Optional: if we need to reach you, this gives us a 2nd option.