Screening Questions test page

Screening Questions

Name(Required)

First Last

Email(Required)

Phone

How did you hear about our firm?(Required)

Have you worked with a Fee-Only Investment Advisor or Financial Planning firm before?(Required)

yes

When are you looking to begin working with us?(Required)

My total investable assets are approximately:(Required)

How can we best guide you? (Check all that apply)(Required)

I need advice about preparing for retirement

I am looking for a financial advisor to manage my investments

I want to manage my investments myself and only need advice (hourly planning)

I need help planning for college education expenses

I need help with advanced tax strategies

I need estate planning guidance

Other (please explain in the box below)