2050 Wealth Partners Priority List
Thank you for your interest in becoming a client of 2050 Wealth Partners!

Please complete the questionnaire below to have priority scheduling a call with one of our Lead Advisors when we begin taking on new clients.

Below you can opt-in for our "Wealth by Design" newsletter to stay engaged with us.

We can’t wait to help you design the life and legacy you deserve!

Thank you!

Name (first and last) *
Email address *
Cell phone number *
Birthdate *
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State of residence *
Marital status *
Employer *
What are your pronouns? *
Spouse/partner (if applicable)
Spouse/partner email address
Spouse/partner employer
Spouse/partner birthdate
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Wedding anniversary (if applicable)
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Do you (or your spouse/partner) have ownership in a business? *
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Children's name & age (if applicable)
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) *
Special considerations for next 12 months (e.g. employment changes, retirement, marriage, expecting a child) *
Annual household gross income *
Total household credit card debt (enter zero if pay off every month) *
Total household student loan debt *
Total balance of your retirement accounts *
Total balance of your investment accounts (not including retirement accounts) *
Total balance of your savings accounts *
How much are you saving on a monthly basis? *
What is motivating you to seek out a Certified Financial Planner Professional? *
Is there anything else you would like to share?
How did you hear about 2050 Wealth Partners? *
If you selected "Current 2050 WPs Client" or "Family/Friend", please share who we can thank.
While you wait to speak with us, we would like to keep you informed with actionable financial knowledge on a monthly basis. Would you like to join our "Wealth by Design" newsletter? *
If you answered "sure" above, please enter preferred email address(es):
Please check the box below to confirm you have read about our fees and process, located on the Partner with Us page https://www.2050wealthpartners.com/partner-with-us. *
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