Money Mindfulness
This form is required to be filled out in full for an initial consultation
Email address *
Do you currently work with an adviser, private bank or investment manager, and how has that experience been for you? *
Tell me your age *
Share with me your approximate net worth *
Approximate your monthly net savings (what you make less your expenses). This number can be negative if you spend more than you make. *
What can you share around your greatest fear or concern around money *
What areas of your financial life would you like to have greater mastery around? *
What is your desired outcome from an initial meeting? *
A copy of your responses will be emailed to the address you provided.
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