Let’s match you with the right financial advisor Answer a few quick questions. This takes about 2 minutes. Start What would you like a financial advisor to help you with? You can select multiple. Investing Taxes Financial Planning Education Planning Debt Management Retirement Planning Insurance Analysis Estate Planning Budgeting Back Continue Do you currently have a financial advisor? Yes No Back Where do you live? We can currently only work with US citizens. Back Continue Do you want to work with your advisor remotely? Yes, video and phone are great for me No, I prefer to meet in person I’m not sure Back How old are you? We can currently only work with clients 18 years or older. Back Continue Approximate annual household income? Under $150k $150k–$300k $300k–$750k $750k+ Back Excluding your primary residence, how much do you have invested? Under $250k $250k–$1M $1M–$5M $5M+ Back What’s your biggest priority right now? You can select multiple. Growing wealth efficiently Reducing taxes Retirement planning Business exit / liquidity event Protecting assets & legacy planning Back Continue What worries you most right now? You can select multiple. Paying too much in taxes Market volatility Retirement timing Estate planning gaps Not having a clear plan Back Continue Are you open to a personalized strategy conversation if it makes sense? Yes, I’d like clarity Maybe, depending on fit Just want insights for now Back Your Advisor Match Is Ready Fill out your information and be connected to your advisor. First name Last name Email Phone +1 Enter 10 digits only. Message Optional. Back Connect me to my advisor Educational only. Submitting does not create an advisor-client relationship. You’re all set We received your information and will connect you to your advisor.
