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!
* Required
Name (first and last)
*
Your answer
Email address
*
Your answer
Cell phone number
*
Your answer
Birthdate
*
MM
/
DD
/
YYYY
State of residence
*
Your answer
Marital status
*
Single
Married
Separated
Divorced
Widowed
Employer
*
Your answer
What are your pronouns?
*
Your answer
Spouse/partner (if applicable)
Your answer
Spouse/partner email address
Your answer
Spouse/partner employer
Your answer
Spouse/partner birthdate
MM
/
DD
/
YYYY
Wedding anniversary (if applicable)
MM
/
DD
/
YYYY
Do you (or your spouse/partner) have ownership in a business?
*
Yes
No
Required
Children's name & age (if applicable)
Your answer
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)
*
Your answer
Special considerations for next 12 months (e.g. employment changes, retirement, marriage, expecting a child)
*
Your answer
Annual household gross income
*
Your answer
Total household credit card debt (enter zero if pay off every month)
*
Your answer
Total household student loan debt
*
Your answer
Total balance of your retirement accounts
*
Your answer
Total balance of your investment accounts (not including retirement accounts)
*
Your answer
Total balance of your savings accounts
*
Your answer
How much are you saving on a monthly basis?
*
Your answer
What is motivating you to seek out a Certified Financial Planner Professional?
*
Your answer
Is there anything else you would like to share?
Your answer
How did you hear about 2050 Wealth Partners?
*
Current 2050 WPs Client (please share who!)
Lazetta Rainey Braxton
Rianka R. Dorsainvil
Employer Sponsored Presentation
Family/Friend
Social Media
CFP Board
FPA
NAPFA
AAAFA (Quad-A)
XY Planning Network
Other:
If you selected "Current 2050 WPs Client" or "Family/Friend", please share who we can thank.
Your answer
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?
*
Sure!
No thanks
I am already on the list!
If you answered "sure" above, please enter preferred email address(es):
Your answer
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
.
*
Yes, I have read the Partner With Us page.
Required
Submit
Never submit passwords through Google Forms.
This form was created inside of 2050 Wealth Partners.
Report Abuse
Forms
