Contact

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Preferred Method of Response

Email

Phone Text Message

Phone Call

I would like to receive Financial Tips through email:

No

Yes

I am inquiring about Investment Management:

Investment Management up to $180,000

Investment Management of $180,000 - $1,000,000

Investment Management over $1,000,000

I am inquiring about Financial Planning services (check all that apply):

Full Life Financial Plan (with All Planning Areas)

Ongoing Financial Planning

À La Carte or Project Financial Planning

Smart Start - First Steps

Smart Start - Middle Steps

Smart Start - Last Steps

I am inquiring about individual, à la carte Financial Planning services from Smart Start First Steps (check all that apply):

Understand My Goals

Show Where I Am Now

Max My Cash Flow

Cut My Debt

Max My Cash Flow & Cut My Debt

Jumpstart My Saving and Investing

I am inquiring about individual, à la carte Financial Planning services from Smart Start Middle Steps (check all that apply):

Pick My Employee Benefits

Pick My Work Retirement Plan Investments

Review My Current Insurance and Needs

My Plan that Lives On

Max My One-Time Income

I am inquiring about individual, à la carte Financial Planning services from Smart Start Last Steps (check all that apply):

Before I Buy

Before I Change Careers

Fund My Family's Education

Fund My Life Goals

Review My Current Investments

Plan My Retirement Age & Lifestyle

Max My Tax Strategy

I am inquiring about individual, à la carte Specialty Sessions (check all that apply):

Thrive in Retirement

I am inquiring about sessions by time:

30 minutes with a CERTIFIED FINANCIAL PLANNER® Professional

60 minutes with a CERTIFIED FINANCIAL PLANNER® Professional

90 minutes with a CERTIFIED FINANCIAL PLANNER® Professional

I am inquiring about Financial Planning services for others (check all that apply):

Gifting Financial Planning to Someone Else

Providing Financial Wellness Benefits to Employees

I am inquiring about Financial Education (check all that apply):

Workshop

Speaker

Media Request