First Name
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Email
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How did you hear about us
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YouTube
AI Search (e.g., ChatGPT)
Social Media
Referral
Other
Which of these best describes you
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I’m actively saving and investing.
I’ve built some wealth but want to grow it faster.
I’m approaching retirement and want to protect what I’ve built.
Roughly how much do you currently have invested (outside of your home)
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Under $250K
$250K – $1M
$1M – $3M
$3M+
What types of accounts or investments do you have today
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401(k) / Workplace Retirement Plan
IRAs / Roth IRAs
Brokerage Account (stocks, ETFs, mutual funds)
Real Estate
Other
Do you have a clear tax strategy for your investments
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Yes – but I want to make sure it’s optimized.
No – I’ve never had one.
Are you currently working with a financial advisor
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Yes – but I’d like a second opinion
No – that’s why I’m reaching out to you.
What’s your top financial priority right now
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Growing wealth faster
Reducing / minimizing taxes
Protecting assets in retirement
Creating income I can’t outlive
Other
Please share anything else you’d like us to know about your financial goals
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