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Welcome! I’m glad you’re interested in learning more about working together.

This short form will help me understand your financial goals and needs so we can make the best use of our first meeting.

Once you submit, you’ll receive a link to schedule a complimentary introductory call at a time that’s convenient for you.

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Email *
Name *
State of Residence *
Phone number
Preferred method of contact *
What is your primary financial goal right now? *
Have you worked with a financial adviser before? *
How did you hear about Heritage Hill Adviser? *
How would you prefer to have our first meeting? *
Anything else you'd like me to know before we meet? *
Birthday
Helps establish baseline for investment recommendations
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