ProsperiTea Planning Prospect
How did you find our business? (We prefer to take clients by referral, so please mention if you have one.)
Alliance of Comprehensive Planners
NAPFA Find an Advisor or Fee Only Network
XY Planning Network
Certified Financial Planner site (CFP.net)
Some other website including Google (note below if you remember it)
Referred by a friend (please tell us who, we love referrals!)
What services are you seeking? (Check all that apply: we'll ask for more detail on the third and last page.)
Investment advising and/or wealth management
Financial Planning for a goal or to help solve a problem
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