Please Fill Out The Questionnaire Below Before Your Call

To help tailor your session to your goals, please answer a few quick questions – this will ensure we can prepare personalized insights before your consultation.

First Name *

Last Name *

Phone *

Email *

Are you currently retired? *

Yes, already retired

No, not fully retired yet

When do you plan to fully retire? *

How much total liquid money do you have set aside for retirement? *

$

401k's, IRA's, cash, etc. All liquid available assets for retirement. Don't include real estate.

How much money do you want to spend each month to enjoy your desired lifestyle in retirement? *

$

After taxes in today's dollars.

Do you want to add additional spending goals, like travel, hobby related spending, charity, etc.? *

If so, how much each year? And, for how many years?

What’s most important to you in retirement? *

Traveling and experiencing new places

Spending quality time with family and grandkids

Staying healthy and active

Giving back or volunteering

Having financial freedom and peace of mind

Leaving a legacy for family or causes I care about

Choose the one that matters most to you right now.

Are you looking for a professional to actively manage your investments for you and help boost you retirement income? *

Yes, I'm looking for a trusted advisor to help me manage my investments.

No, I'm NOT looking for a trusted advisor to help me with my investments. I want to manage my own investments.

How would you describe your past experience working with advisors or financial professionals? *

I've had great relationships and value guidance.

I've worked with a few, but prefer to stay hands-on.

I've been disappointed before, so I'm cautious now.

I haven't worked with any before.

What's most important to you in a financial advisor relationship? *

I want full control over decisions

Collaborate and professional guidance

Delegation with periodic check-ins

Just someone to execute my instructions

How important is it to you that your financial advisor is local? *

Not important – I'm comfortable meeting over Zoom

Somewhat important – I'd prefer in-person but open to Zoom

Very important – I want to meet in-person locally

Is there anything else we should know about your retirement goals or concerns?

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Please Fill Out The Questionnaire Below Before Your Call

This site is not a part of the Meta website or Meta Platforms, Inc. Additionally, this site is not endorsed by Meta in any way. META is a trademark of Meta Platforms, Inc.

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