The Trailhead Check-In

To help us make the most of our time together, this short check-in covers a few things: where you're starting from, how you're feeling about key areas of your financial life, what might be coming down the road, and what you're looking for in working together.

5-10 minutes

First Name *

Last Name *

Email Address *

If you have a partner, we'd love for each of you to fill this out on your own. It gives us a fuller picture of where you both stand.

Your Starting Point

Before we dig in, it helps to know a little about your experience so far.

Have you worked with a financial advisor or planner before?

Yes

No

Informally

How are you feeling about taking this step? Select as many as you'd like.

Excited

Curious

Hopeful

Motivated

Overdue

Uncertain

Nervous

Overwhelmed

Skeptical

Your "Point A"

It helps to know where things stand today, so we can measure the progress we make together.

1 = Needs work · 10 = Feeling great · N/A = Doesn't apply

Feeling confident I have a solid financial plan

Understanding what my goals are and how to prioritize them

Knowing if I'm on track for my goals

Feeling good about how much I'm saving

Feeling confident in my investment strategy

Making sure my plan is tax-smart

Making sure my family is protected if something happens to me

Having more freedom and less stress around money

Balancing enjoying life now with preparing for the future

Which of these areas are you most excited to make progress on, and why?

What's Ahead

Are you anticipating any of these in the next 10 years? Select as many as apply.

✓ Career change or job transition

✓ Significant change in income

✓ Buying or selling a home

✓ Growing our family (birth, adoption, blended family)

✓ Kids starting school or activities that shift the budget

✓ Starting or selling a business

✓ Caring for aging parents

✓ Relocating

✓ Taking extended time off or sabbatical

✓ Paying for college or education expenses

✓ Receiving an inheritance or financial windfall

✓ Navigating equity compensation (RSUs, stock options, etc.)

✓ Thinking about early retirement or financial independence

Something else on the horizon?

What Are You Looking For?

You don't need to have this figured out -- part of what our first meeting is for is helping you find the right fit.

Base Camp

A comprehensive financial plan built together over 3-4 months. We dig into cash flow, savings, investments, taxes, insurance, and estate planning, and you leave with a prioritized set of action steps to take from there. Starts at $3,500 (individuals) / $4,500 (couples).

Summit Wealth

Everything in Base Camp, plus an ongoing relationship. We manage your investments, stay on top of your tax strategy, and meet quarterly (or more if needed) to keep your plan evolving with your life. Starts at $5,000/year.

I'm not sure yet

Totally fine. That's part of what our first meeting is for.

Something else

Have something different in mind? Tell us below.

What are you looking for?

Any questions or thoughts about our services?

Timing

When are you hoping to get started?

I have a time-sensitive issue that needs to be addressed by...

Can you tell us a bit more?

Soon, but happy to wait a couple of months if need be

I'm flexible

Not quite yet, but I will be by...

Before We Meet

Last one, and then you're done.

Is there anything else you'd like me to be aware of before our meeting?

Thank you!

Your responses have been submitted. Here's a summary that we'll use as a starting point for our conversation.

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Your "Point A" Score (out of 10)

Your "Point A" Breakdown

A copy of your responses has been sent to your email. Looking forward to our meeting!