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.
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Name (first and last)
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Email address
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Cell phone number
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Birthdate
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MM
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DD
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YYYY
State of residence
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Marital status
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Single
Married
Separated
Divorced
Widowed
Employer
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Hire date for your current position
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What are your pronouns?
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Spouse/partner (if applicable)
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Spouse/partner email address
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Spouse/partner employer
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Spouse/partner birthdate
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YYYY
Wedding anniversary (if applicable)
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DD
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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)
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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)
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Special considerations for next 12 months (e.g. employment changes, retirement, marriage, expecting a child)
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Annual household gross income
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Total household credit card debt (enter zero if pay off every month)
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Total household student loan debt
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Total balance of your retirement accounts
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Total balance of your investment accounts (not including retirement accounts)
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Total balance of your savings accounts
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How much are you saving on a monthly basis?
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What is motivating you to seek out a Certified Financial Planner Professional?
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Is there anything else you would like to share?
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How did you hear about 2050 Wealth Partners?
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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.
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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?
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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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Yes, I have read the Partner With Us page.
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