Thank you for your interest in Blue Sky Financial Planning
If you're ready to receive help planning your finances, please complete this application form a FREE 30 minute strategy session to find out whether ongoing financial planning is right for you.
I understand the information you provide is personal, however it will allow us to best maximize our time together and provide great insight and advice by seeing your current financial picture. Please don't feel embarrassed about your current financial situation, feel encouraged about taking the right step in reaching out for help!
Upon submission of the application form, I will contact you within 3 business days with the next steps.
Looking forward to speaking with you soon!
Your Full Name, Email Address, and Phone Number
Spouse Full Name, Email Address, and Phone Number (if applicable)
How did you hear about Blue Sky Financial Planning?
What state do you live in?
What is your age? What is your spouse's age?
What is your annual income? What is your spouse's annual income?
How much do you have in cash (ie. checking/savings)?
How much debt do you have (ie. student loans, auto loans, credit card debt, etc.)? Please specify.
How much in total retirement savings do you have (ie. IRAs, Roth IRAs, 401(k)s, etc.)?
Please list any other investments you may have and the amounts.
What motivated you to reach out to Blue Sky Financial Planning?
Would anyone else need to be on this call for you to make a decision about moving forward?
Can we add you to the Blue Sky Financial Planning Newsletter list?
No, Thank you.
I am already on it!
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