What would you like us to help you accomplish?
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A sentence or two is plenty. It's okay if you're still figuring it out.
Are you self-employed, W2, or retired?
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Self-employed
W2
Retired
Prefer to discuss on the call
This helps us understand whether your business belongs in the conversation.
What should we know about your business?
Optional. Share only what would help us prepare.
Who should we include in your review?
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Just me
Me and my spouse or partner
Not sure yet
Someone else
Age
Which accounts, assets, or life insurance coverage do you currently have?
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401(k), 403(b), TSP, or IRA
Roth account
Brokerage account
Cash, savings, or CDs
Cash value life insurance
Pension
Business ownership
None or not sure
Existing annuities (fixed, indexed, or other)
Real estate
Term life insurance
Life insurance through work
Life insurance — not sure which type
About how much do you save or invest each year?
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Under $10,000
$10,000 to $24,999
$25,000 to $49,999
$50,000 to $99,999
$100,000 or more
Not sure
Not currently saving or contributing
Prefer to discuss
What are you currently contributing to, and roughly how much?
Optional. Include monthly or yearly amounts and any employer match. Estimates are welcome.
About how much is your annual household income?
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Under $100,000
$100,000 to $249,999
$250,000 to $499,999
$500,000 to $999,999
$1,000,000 or more
Prefer to discuss
Include household income before taxes. For business owners, use personal income, not total business revenue.
About how much do you have in long-term savings or retirement accounts?
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Under $100,000
$100,000 to $249,999
$250,000 to $499,999
$500,000 to $999,999
$1,000,000 or more
Prefer to discuss on the call
Which resources would you be comfortable considering as we explore your options?
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Monthly contributions
Existing savings or retirement assets
A mix of both
Not sure yet — I want guidance
Occasional contributions / variable business income
What amount would you feel comfortable exploring for this goal?
Optional. Think about money beyond emergency savings and near-term personal or business needs. This is not a commitment.
Any upcoming expenses or financial commitments we should keep in mind?
Optional. Share anything that may affect how much money you want to keep available. No account numbers or documents needed.
When might you want to start accessing money or income from this strategy?
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Within the next year
1 to 5 years
5 to 10 years
More than 10 years
Not sure yet
No planned withdrawals / not applicable to my goal
Think about when you may need the money—for income, a purchase, or another goal.
First Name
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Last Name
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Email
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Already scheduled? Use the same email and phone you used when booking.
Phone
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State you live in
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