Confidential Profile

Thank you for your interest in fee-only financial planning. Aligning your investment decisions with your personal values can be extremely rewarding; congratulations to you for taking the first step!

Once you submit this brief form, we will contact you by email within two(2) business days to schedule an appointment.

What is your status?

Single

Married

Domestic Partnership

Separated

Divorced

Widowed

Which of the following is your primary motive for our consultation? *

I would like my account to be professionally managed($100,000 minimum).

I am just getting started and want to make sure that I am on the right track.

I am comfortable making my own investment choices and would like a second opinion.

My current advisor does not work with SRI.

I don't feel adequately prepared for retirement.

Other:

Are you interested in Sustainable and Responsible Investments(SRI)?

First Affirmative Financial Network has portfolios available for those who are interested.

Yes, that is the reason for my inquiry.

Perhaps, but I am most concerned with getting my financial plan in order.

No, I would like to focus on the bottom line and nothing else.

Exactly what is SRI?

How much experience in investing do you have?

None

Limited

Moderate

Extensive

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