Before we meet

This takes about 5 minutes and helps me hit the ground running. If it is easier, feel free to reply to my email instead.

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Name(s) ^*

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Email ^*

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Section 1: Income & work changes

A few quick questions about how this year compares to last year.

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Compared to last year, has your income changed? ^*

About the same

Higher

Lower

Not sure

Is your overall income and/or work situation basically the same as last year? ^*

Yes

If no, what changed? (e.g., new job, retired, went self-employed, significant income change, sold a property)

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Let me know if anyone else is involved so I can coordinate as needed.

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Do you work with a financial advisor or attorney? ^*

Yes

If yes, what is their name and email?

You can list multiple people.

Would you like me to reach out to them? ^*

Yes

Not sure

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This helps me set the agenda and prepare recommendations.

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Upload it securely here.

Pay stubs, brokerage statements, retirement account balances, or anything else you think can be helpful.

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Please sit tight as you're redirected to my booking page. I'll review your answers before we meet and will reach out with any questions.

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