Together We Can Get You There

This questionnaire will help us identify your goals and the underlying values which drive you. Once we identify where you want to go, I will sit down with you to discuss options to get you there.
*These questions are designed to get the conversation started, but intentionally general in nature (to protect your private information). During our appointment, we will go into detail about areas that you'd like to explore further.

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* 1. Imagine a world where your financial independence is secured. What does your ideal retirement look like?

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* 2. If you had a money tree in your backyard, which of the following would you pay off?

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* 3. If you could grant a single wish for everyone you cared about, who would you help?

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* 4. Have you thought about any classes you would like to take?

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* 5. When you have legal or tax questions, who do you turn to?

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* 6. What is your level of experience with financial matters?

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* 7. What is your goal in meeting with a financial advisor?

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* 8. What would be the best way for me to follow up? (e.g. phone number or email address)

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* 9. When would be the best day/time for me to reach out?

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