What is Your Name? ^*

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Marital Status and Citizenship ^*

Single

Married (Joint / Filing Separate)

Domestic Partnership / Widowed

Dual Citizenship / Non-US Citizen / Expatriate

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Location ^*

One State

Two States

Multiple States

International

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Dependents ^*

None or Biological Children

Parents / Adopted Children

Non-Relatives / Step-Children

Special Needs Dependents

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Gross Estate ^*

What is the approximate value of all of your assets (including real estate)?

Under $1,000,000

$1,000,000-$4,000,000

$4,000,000-$8,000,000

$8,000,000+

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Household Income ^*

Under $150,000

$150,000-$250,000

$250,000-$500,000

$500,000+

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Source of Income ^*

Paycheck (W-2), Ordinary Income

Multi-Source, 1099, 1099-r, Schedule A, D

Schedule C, F, K, R, K-1, Schedule E (Real Estate)

International (ADRs), 1041 Trust, Deferred Comp, 1031 Exchange

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Types of Assets ^*

Bank Accounts, IRAs, 401k/403b, Mutual Funds/ETFs

Roth, HSAs, UTMA/UGMA, Individual Securities, Bonds, Annuities, Permanent Life Insurance

Sole Proprietorship, Limited Partnership, Stock Options, ESOPs, Investment Residential Real Estate, Cryptocurrency

LLC(s), FLP, Commercial Real Estate, Private Equity, Opportunity Funds

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Ownership ^*

Individual / JTWROS

Tenants in Common / Entirety, Community Property

Trusts, Partnerships

Business Entities, Corporations

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Years to Goal(s) ^*

10+ Years

6-9 Years

4-5 Years

1-3 Years

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Special Circumstances ^*

None

Alimony, Child Support, Unemployment, Career Transition, SSI

Large Student Loans, Birth of Child/Adoption, Inheritance <1M

Death of Partner, Prenuptial Agreement, Terminal Illness, Bankruptcy, Tax Liens

Divorce/Re-Marriage, Business/Property Sale(s), Complex Family Dynamics, Inheritance >1M

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Thank You!

You have completed the discovery assessment. Please continue to see the results.

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Your Core Financial Plan™ ranges from $800-$1,500

Based on the information you've shared, a Core Financial Plan™ could be a great fit for your family. A team member will reach out shortly to confirm your quote.

Your Core Financial Plan™ ranges from $1,500-$3,000

Based on the information you've shared, a Core Financial Plan™ could be a great fit for your family. A team member will reach out shortly to confirm your quote.

The investment in your Comprehensive Financial Plan™ ranges from $3,000-$5,000

Based on the information you've shared, a Comprehensive Financial Plan™ could be a great fit for your family. A team member will reach out shortly to confirm your quote.

The investment in your Comprehensive Financial Plan™ ranges from $6,000-$7,500

Based on the information you've shared, a Comprehensive Financial Plan™ could be a great fit for your family. A team member will reach out shortly to confirm your quote.

The investment in your Comprehensive Financial Plan™ ranges from $7,500-$10,000

Based on the information you've shared, a Comprehensive Financial Plan™ could be a great fit for your family. A team member will reach out shortly to confirm your quote.

The investment in your Comprehensive Financial Plan™ ranges from $6,000-$10,000

Based on the information you've shared, a Comprehensive Financial Plan™ could be a great fit for your family. A team member will reach out shortly to confirm your quote.

The investment in your Comprehensive Financial Plan™ ranges from $10,000-$15,000

Based on the information you've shared, a Comprehensive Financial Plan™ could be a great fit for your family. A team member will reach out shortly to confirm your quote.

The investment in your Comprehensive Financial Plan™ starts at $15,000+

Based on the information you've shared, a Comprehensive Financial Plan™ could be a great fit for your family. A team member will reach out shortly to confirm your quote.

The investment in your Comprehensive Financial Plan™ ranges from $12,000-$15,000

Based on the information you've shared, a Comprehensive Financial Plan™ could be a great fit for your family. A team member will reach out shortly to confirm your quote.

The investment in your Comprehensive Financial Plan™ ranges from $15,000-$20,000

Based on the information you've shared, a Comprehensive Financial Plan™ could be a great fit for your family. A team member will reach out shortly to confirm your quote.

The investment in your Comprehensive Financial Plan™ starts at $20,000+

Based on the information you've shared, a Comprehensive Financial Plan™ could be a great fit for your family. A team member will reach out shortly to confirm your quote.

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Discovery Assessment

Your Core Financial Plan™ ranges from $800-$1,500

Your Core Financial Plan™ ranges from $1,500-$3,000

The investment in your Comprehensive Financial Plan™ ranges from $3,000-$5,000

The investment in your Comprehensive Financial Plan™ ranges from $6,000-$7,500

The investment in your Comprehensive Financial Plan™ ranges from $7,500-$10,000

The investment in your Comprehensive Financial Plan™ ranges from $6,000-$10,000

The investment in your Comprehensive Financial Plan™ ranges from $10,000-$15,000

The investment in your Comprehensive Financial Plan™ starts at $15,000+

The investment in your Comprehensive Financial Plan™ ranges from $12,000-$15,000

The investment in your Comprehensive Financial Plan™ ranges from $15,000-$20,000

The investment in your Comprehensive Financial Plan™ starts at $20,000+