First Name
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Last Name
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Email
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Entry Point
Funnel Path
What is your current age?
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This helps us better tailor your planning conversation.
Where are you at in your financial journey?
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Just starting to save
Building wealth
Preparing for retirement
Recently retired
Been retired for years
What's your biggest financial concern right now?
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Knowing if I'm on track to retire
Understanding how much I can spend in retirement
Outliving my money
Reducing my tax burden
Leaving a legacy
Market volatility
Other
What type of guidance are you looking for today?
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Retirement income planning
Tax strategy or estate planning
Investment management
Getting support through a major life transition
Not sure yet
Do you currently work with a financial advisor?
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Yes, and I'm happy with them
Yes, but I'm exploring other options
No, but I'm looking for one
No, I've been managing things on my own
About how much of your savings is accessible today?
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Less than $500k
$500k - $1 million
$1 - $2 million
Over $2 million
This could include IRAs, 401(k)s, brokerage accounts, etc.