Thank you for your interest in working with Correct Capital Wealth Management.

SCHEDULE A MEETING NOW BY ANSWERING THIS SHORT QUESTIONNAIRE.

What do you hope to gain from an initial meeting with our team? *

What prompted you to seek financial guidance at this time? (Select all that apply.) *

Preparing for retirement

Managing investments more effectively

Navigating a major life event (sale of business, inheritance, new job, divorce, etc.)

Reducing taxes or improving cash flow

Other:

How would you describe your overall financial picture (approximate net worth)? (Your response helps us prepare appropriately. You may choose to discuss this in person instead.) *

Advisory services offered through Correct Capital Wealth Management; an Investment Adviser registered with the U.S. Securities & Exchange Commission.