Getting Started - Financial Planning & Investment Management

Let’s have a discussion about your situation and determine what services you may benefit from, if any. Below is a form you can fill out or you can call or text Keith at (626) 673-3566.

Name

First Name

Last Name

Email

Phone

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Location

What do you do for a living?

(if business owner, please specify revenue & employee count)

Current Annual Income

$0-$100,000

$100,000 -$250,000

$250,000 -$500,000

$500,000 -$750,000

$750,000+

Desired Service

Financial Planning

Investment Management

Not sure yet

What led you to look for a financial planner?

What's your best financial decision?

What's your worst financial decision?

Please provide spouse, partner, or significant other's name and email address (if applicable).

Let’s chat. Provide your information below and we will reach out.

Name

First Name

Last Name

Email

Phone

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