"*" indicates required fields Step 1 of 7 14% Does this sound like you: Are you a leader? Driven? Family oriented? Financially successful? Busy? Interested in making an impact on the lives of others? Have a long-term vision for your family’s future? Yes, that sounds exactly like me! No, not really Unsure Do you know what steps you need to take financially to achieve your personal, professional, and spiritual goals? Yes No Unsure Do you have more than $1M in investable assets (e.g., IRAs, 401k’s, brokerage accounts, 529s, etc.)? Yes No Unsure What are your top 3 reasons for seeking a financial advisor? Retirement – When can I retire? Taxes – How do I pay less in taxes? Investments – Am I invested in the right things? Education – How am I going to pay for my kids’ college? Risk Mitigation - How do I protect my family if something happens to me? Other Other Would you like a financial partner to walk alongside you as you grow to your ideal life state? Yes No Unsure Are you open to a 30-minute conversation to see if we might be that partner? Yes - Schedule a complimentary consultation No, not now, but I’d like to learn more (Sign up to stay in touch) Unsure – Schedule a brief call to have your questions answered How did you hear about us?* Internet Search Word of Mouth Referral Another website Local directory Other Please tell us the website where you found us: If other, please elaborate: Thank you for taking our survey. Please fill out the information below to submit. Name* First Last Phone*Email* Location* Street Address City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code We promise to protect your personal information & never sell it to third parties.