Are You Ready for Financial Planning?
Please fill out this short intake form prior to our phone call so that I can understand where you are financially, and be better equipped to provide you with insight and advice. Congratulations on taking the first step toward building a better financial future!
Name(s): *
Email Address: *
Phone Number(s): *
State of Residence: *
What is your age? *
What is your annual income? *
How much do you currently have in savings? *
How much are you saving on a monthly basis? Please provide breakdown of how much goes toward savings, investments, and retirement accounts. *
How much do you have in retirement accounts? *
Do you have any other investments? If so, please list them below: *
How much debt do you have? Please be detailed regarding the type of debt and amounts: *
Do you currently have a will? *
Do you currently have a medical directive or healthcare proxy? *
Do you currently have a power of attorney? *
What are some of your current financial goals? *
What are some of the biggest challenges you have with your finances right now? *
Anything else you'd like to add that I should know before our call? *
When are you looking to take action on hiring a financial planner? *
Does anyone else need to be on this call for you to make a decision about moving forward? If so, who? *
How did you find out about Build a Better Financial Future?: *
Can I add you to the Build a Better Financial Future newsletter list? *
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