New Client Application
"How does this process work?"

We just have a few short questions for you.  Once you submit your application, we'll review it and reach out to you regarding next steps within two business days.

Our aim is to make sure we have a chance of being the best possible fit for your unique needs and circumstances before we start working together.  We also want to be able to hit the ground running by having a good idea of how we can help if we both decide to move forward.

The more we know about where you are financially, the better prepared we are to help you reach your goals!
What's your first name? *

Hi {{answer_sgwk}}. What's your last name? *

How old are you? *

Are you looking for advice for just yourself, or for you and a spouse / partner? *

Great!  What is your spouse / partner's first name? *

And their last name? *

How old is {{answer_SwAd}}? *

Are you both U.S. citizens or permanent U.S. residents? *

Are you a U.S. citizen or permanent U.S. resident? *

What city do you live in? *

How did you find us? *

If you were referred by a specific person, let us know so we can thank them!
What services are you interested in? *

We focus on three core offerings provided as separate and distinct services.

Be sure to review pricing and complete details of our services at

Comprehensive Financial Planning:  An ongoing planning relationship with a CFP® pro for a flat annual fee, paid monthly or quarterly.
Pricing:  Initial start-up fee of $1,500 - $3,000 covers a comprehensive financial plan and first 3 months of service.  Ongoing fee thereafter of $100 - $250 per month based on income/complexity.

Investment Management:  Tailor-made investment portfolios based on your individual goals, time horizons, risk tolerance, and liquidity needs for a simple annual fee.
Pricing:  Annual fee of 0.50% of assets managed.

One-Time Project:  A one-time engagement for answers to a few specific questions, or help with a specific task such as tax preparation.  One flat fee based on project scope and complexity.
Pricing:  Based on project scope/complexity.

Now, some quick financial questions...

If you're looking for advice for both you and your spouse / partner, be sure to answer based on your household finances rather than your finances alone.
What is the greatest financial challenge facing you right now? *

What are some of your financial and life goals? *

Starting a family?  Getting ready for retirement?  Climbing Mount Everest?  Let us know!
What is your annual income? *

Total pre-tax household income.
What types of debt do you have? *

Check all that apply.  Don't include credit card debt if you pay your balance in full each month.

How much debt do you have in total? *

How much have you saved for retirement so far? *

How much do you currently have in non-retirement savings? *

And how much would you say you're saving on a monthly basis? *

You indicated you're looking for investment management.

What is the current value of the investments you'd be interested in our managing for you? *

Approximate total value.
Which of the following best describes what you're looking for in an investment manager? *

It looks like you're interested in a one-time project.

What specific questions or challenges can we help you tackle? *

How soon are you looking to start working with a financial advisor? *

If we both decide to schedule an initial consultation, how would you prefer to meet? *

Anything else you'd like us to know?

Feel free to clarify previous answers or let us know anything that you think would help us get a better sense of your specific situation.
May we add you to our email newsletter? *

Thanks for submitting your application!

We've sent you a confirmation email and will be in touch soon.