FINANCIAL STRATEGY APPLICATION FORM

Thank you so much for your interest in working with someone from our network of financial professionals. Please fill out the following intake form to give us a little background on your current financial picture and goals.

As soon as we receive your application, someone from our team will be reaching out to you to set up a complimentary consultation.

First Name

Last Name

Phone Number

E-mail

State & Country of Residence

What is your IG handle?

What is your annual gross income?

Please list all of your savings, investments and/or assets below

How much money do you feel that you could comfortably save on a monthly basis to achieve your financial goals & dreams? (Be sure to put down a number that feels both meaningful & realistic for you).

If someone from our network of licensed financial professionals can put together a plan for you that completely meets your needs, and you are the sole judge of that, are you ready to implement it when we meet?

Yes, I'd be ready to implement it right away.

No, I am not ready to make any moves at this time.

How did you hear about us? (If referred by someone, please list their name so we can be sure to thank them)

We’re passionate about supporting the growth of emerging holistic financial professionals-in-training. Would you be open to supporting the development of an advisor-in-training in our network, by allowing a licensed trainee to sit in on your strategy call? Your willingness to help in this way, will allow us to continue matching licensed financial professionals in our network with our community at no cost. This is a part of our mission of removing barriers to entry for all families to have access to holistic financial services.

Yes

Form submission[]

FINANCIAL STRATEGY APPLICATION FORM

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