Name
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First Name
Last Name
Profession
*
Significant other's name (if applicable)
First Name
Last Name
Significant other's profession (if applicable)
How did you hear about us?
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Are you looking for an ongoing relationship with a wealth advisor or a one-time financial plan?
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What is it you are looking for help with? What caused you to contact us?
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Feel free to write as much as you'd like
How long have you been thinking about working with a financial planner?
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Have you been considering this for some time or did a recent event cause you to reach out?
How much have you saved so far (including savings, investments, retirement, and vested company stock options/shares)?
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A rough estimate is fine
What goals are you saving for?
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Do you feel like you are currently saving enough?
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Imagine that you have enough money to take care of your needs, now and in the future. How would you live your life? What would you do with the money?
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What is the value of your unvested company equity (including stock options, grants etc.)?
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$0 - $250,000
$250,000 - $500,000
$500,000 - $1,000,000
$1,000,000 - $5,000,000
$5,000,000+
What are your most important non-financial concerns?
Is this the first time you've requested a meeting with us?
Have you reviewed Citrine Capital's website and pricing
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