First Name *

Last Name *

Phone *

Email *

What made you feel like this might be the right approach for you? (Select all that apply) *

I want a comprehensive retirement plan that isn't tied to where I invest my money

I want clarity on income, taxes, and social security decisions

I want to feel confident that everything is coordinated into one plan

I've done a lot on my own but want professional guidance on next steps

I want help identifying opportunities I may be missing

Which retirement questions do you most want help with? (Select all that apply) *

How much can I safely spend each year (Cash flow strategy)

How do I turn my investments into reliable retirement income (withdrawal sequencing + buckets)

When and how should I take Social Security?

How do I coordinate all of my accounts? (401k, IRA, brokerage, etc.)

How does healthcare and Medicare fit into the plan

What's the best strategy to leave assets to beneficiaries?

How confident do you feel about your retirement plan today? (Choose one) *

Very confident - just want professional validation and improvement

Somewhat confident - want to be sure everything is alligned

Not very confident - need help getting things organized

Feeling stressed or overwhelmed

I'm not even sure where to start

NEXT