The Art of Finance: Introductory Survey
Thank you so much for your interest in chatting with us! Please fill out the form below, and you'll hear from us within 2 business days.
Partner name (if applicable)
Partner email (if applicable)
What is your monthly household income?
Total cash on hand currently (checking+savings)
How much are you saving into retirement on a monthly basis?
How much cash are you saving on a monthly basis (ie: into a savings account)?
Total current amount in investment accounts
Total amount in credit card or personal debt
What brought you to The Art of Finance today? What's the biggest financial concern on your plate right now? (retirement, debt, budgeting, employment transition, etc.)
How did you hear about The Art of Finance?
Someone who has worked with us
XY Planning Network
PBS: Two Cents
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