Name * First Name Last Name Email * Phone * (###) ### #### What is your age range? * Under 30 30 - 39 40 - 49 50 - 60 60+ Do you share finances with a partner? * Yes No Do you have any kids? * Yes No Not currently, but planning to in the near future What is your total estimated annual (household) income? * $0 - $149,000 $150,000 - $224,000 $225,000 - $499,000 $500,000 - $749,000 $750,000+ Do you have any equity compensation through your employer (Stock Options, Restricted Stock, ESPP, etc.)? * Yes No Unsure Do you own a business with estimated net income over $60,000 per year? * Yes No What is your favorite memory of the past year? What would you like to discuss during our first session together? Thank you for submitting your information. Filip will review and get back to you within 48 hours (M-F).Looking forward to connecting with you, talk soon. Let’s Plan Together
