Join the YGC Wealth Client Family!

Thank you for considering YGC Wealth for your financial planning needs!

To begin, we invite you to apply for a complimentary 45-minute strategy session. This initial meeting helps us determine whether our ongoing financial planning services align well with your needs.

Please take a moment to answer the questions below. They are designed to provide us with a clear picture of your current financial situation, enabling us to offer insightful advice during our session. Rest assured, this information is confidential, and understanding your financial standing is a crucial step in how we can assist you.

We look forward to our conversation and helping you achieve your financial goals!

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Email *
Name (First and Last) *
Cell Phone Number *
Birthdate *
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DD
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YYYY
State of Residence *
What are your pronouns?  *
Marital Status *
Employer *
Hire date for your current position  *
Spouse/Partner (if applicable)
Spouse/Partner Email Address
Spouse/Partner Employer
Spouse/Partner Birthdate
MM
/
DD
/
YYYY
Do you (or your spouse/partner) have ownership in a business?
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Required
Children's Name & Age (if applicable)
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List any other family members who financially depend upon you now and possibly in the future (e.g., parents, nieces/nephews, children with special needs)
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Special considerations for next 12 months (e.g. employment changes, retirement, marriage, expecting a child)
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Annual Household Gross Income
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Total Household Credit Card Debt (Enter zero if pay off every month)
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Total Household Student Loan Debt
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Total balance of your retirement accounts
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Total balance of your investment accounts (not including retirement accounts)
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Total balance of your savings accounts
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How much are you saving on a monthly basis?
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What is motivating you to seek out a Certified Financial Planner Professional?
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When are you looking to take action on hiring a CFP® Professional?
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Is there anything else you would like to share?
How did you hear about YGC Wealth? 
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If you selected "Current YGC Wealth Client" or "Family/Friend," please share who we can thank.
We would like to keep you informed with actionable financial knowledge on a monthly basis. Would you like to join our "Golden Financial Nuggets" newsletter?
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If you answered "sure" above, please enter preferred email address(es):
Please check the box below to confirm you have read about our process and annual retainer, located on the "Work with Us" page: https://www.ygcwealth.com/workwithus

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