New Client Quick Survey

Please take 3 minutes to tell me a little about yourself and your current financial situation. I will receive it by email as soon as you hit ‘Submit’ and will respond to you via email– or phone if you provide it– as soon as I can.

If you don't want to share your exact birthdate.
Put '0' if you always pay it off each month.
Example: student loans, auto loans, personal loans.
Add up all employer retirement plans (e.g.: 401ks), IRAs, stocks and bonds, bank account savings.
Include all sources: bonuses, stock options, RSUs, overtime pay, pensions, government benefits. Full-time hourly workers can multiple their hourly rate x 2,000 hours.
Selected Value: 1
1 = Very uncomfortable, 2 = A little uncomfortable, 3 = Moderately comfortable, 4 = Pretty comfortable, 5 = Very comfortable.
Selected Value: 1
1 = Very unhappy, 2 = A bit unhappy, 3 = They're ok, 4 = Pretty happy, 5 = Very happy!
Please at least fill out your State or City, State.