Wealth Planning

Building Your Financial Vision and Securing Your Financial Future

Wealth Literacy is essential to building a financial vision, investing in financial tools that grow and secure generational wealth. BWWA works with strong competent Wealth Management and other financial partners such as Thrivent Financial, Sunrise Banks and US Bank. We offer Wealth Planning services and an annual Wealth Academy. Please answer the questions below clearly and honestly so that we are able to best meet your needs. Your information is confidential!

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* 1. General Information

Name

State/Province

ZIP/Postal Code

Email Address

Phone Number

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* 2. I would like to do a consultation with a financial planner

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* 3. What are your top 3 things you need Financial help with?

Preserving income income in case of illness or injury

Manage your cash flow or budget assistance

Pay down or manage debt

Build an emergency fund

retirement planning

Provide for your love ones in the event of your death

Employment transition/understanding of benefits

Business planning for both your company and yourself

Estate and Legacy Planning

Other (please specify)

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* 4. What is your occupation status?

I am currently employed F.T

I am currently employed P.T.

I operate a business F.T

I operate a business P.T.

Other (please specify)

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* 5. What is your family status?

Single

Married

Divorced

Widowed

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* 6. What is your household size?

1-2

3-5

Other (please specify)

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* 7. What is your income range?

$0-$10,000

$15,000-$30,000

$35,000- $50,000

$55,000-$70,000

$75,00- $100,000

$110,000-$150,000

$160,000-$200,000

Above $200,000