How did you hear about us?
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What services are you interested in?
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Retirement Income Planning
Investment Management
Tax Optimization
Social Security Timing
Estate / Legacy Planning
Other
Roughly how much do you currently have saved or invested?
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Are you currently working with a financial advisor?
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Yes — but I’m not convinced they are the right fit for me
No — that’s why I’m reaching out to you
What type of advisor relationship are you looking for?
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I want a trusted advisor to manage my investments and guide my overall financial life
I do NOT need someone to manage my investments — I need help with planning and strategy
I’m looking for short-term help with one specific issue or project
What are your top 2–3 financial goals right now?
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What are your top 2–3 financial fears right now?
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What does financial success look like for you in the next 5–10 years?
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What are you hoping to gain from our conversation?
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How soon are you looking to take action on this?
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First Name
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Last Name
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Email
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Phone
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