Please fill out the appropriate form to reach me. Financial Planning Financial Planning Request Name * First Name Last Name Email * Phone Number * (###) ### #### Age * Partner/Spouse's Name (if applicable) First Name Last Name Partner/Spouse's Email (if applicable) Partner/Spouse's Age (if applicable) Where do you live? * Marital Status * What do you (and your partner/spouse, if applicable) do for a living? * Do you have kids? If so, what ages? * Are you (and your partner/spouse, if applicable) a US citizen or permanent resident? * What is your household income (before taxes)? * Cash - Approximately how much cash do you have in the bank (checking, savings, CDs)? * Taxable Investments - Approximately how much do you have invested in taxable brokerage accounts (i.e., not retirement accounts like a 401k or IRA)? * Retirement Assets - Approximately how much do you have invested in 401k and IRA accounts? * Real Estate - Do you own or rent? * Debt - Do you have any debts? If so, how much and what type of debt? * Goals - What's on your mind? Please tell us a little bit about your top money concerns and priorities. * Service Type - Are you interested in ongoing or one-time planning? * Additional information How did you hear about me? * Thank you for your interest! I'll get back to you within a couple of days to discuss further. Speaking Request Speaking Request Name * First Name Last Name Email * Organization * Proposed Topics * Date/Time of Event * Location of Event (specify if virtual is okay) * Estimated Number of Attendees (in-person and virtual) * Budget * How did you hear about me? * Additional Information Thank you for your interest! I'll get back to you within a couple of days to discuss your request further. Media/Press Request Media Request Name * First Name Last Name Email * News Outlet/Organization * Story/Topic * Date/Time of Interview (if applicable) Location of Interview (if applicable) How did you hear about me? * Additional Information Thank you for your request! I'll get back to you as soon as I can.
