Let's Get Started - Spring Planning

Name*
First Last
Email*
Enter Email Confirm Email
Age
I have a partner*
- Yes
- No
Partner's Name
First Last
Partner's Email
Enter Email Confirm Email
Partner's Age
I am a U.S. Citizen or dual U.S./Canadian citizen*
- Yes
- No
My partner is a U.S. Citizen or dual U.S./Canadian citizen*
- Yes
- No
I have children*
- Yes
- No
My children are:
I am also responsible for:
- A disabled family member
- Aging parents
I am:
- An employee
- A sole proprietor
- An owner of a corporation
- Retired
- Other
My partner is:
- An employee
- A sole proprietor
- An owner of a corporation
- Retired
- Other
When managing my finances, I feel:
I have specific questions about: (select all that apply)
- Knowing where my money goes and managing unexpected expenses
- Strategic debt management
- When I will be financially independent / ready to retire
- Creating lifetime income from my pensions and investments
- Navigating cross-border taxation and planning issues
- Integrated corporate and personal planning
- How my estate goals and my financial plan work together
- How my portfolio fits into my financial plan
My professional advisory team includes the following:*
- Accountant(s)
- Portfolio Manager(s)
- Lawyer(s)
- I do not have any professional advisors
- Other
Other professional advisors on your team:
Time Zone*
International Time Zone
Province of Residence:*
Country of Residence*
Phone Number
What would you like to discuss in this meeting?*
Our goal with this meeting is to find out what a successful financial planning engagement would look like for you, and to gather enough information so that we can prepare a customized proposal that reflects your unique situation. Thank you for taking the time to help us get to know you better.
How did you hear about us?*
Waitlist Agreement*
We aim to meet your financial planning needs and ensure there are no unexpected surprises. Currently, we are scheduling Discovery Meetings several months in advance. If you decide to work with Spring Planning, it may take an additional 6-8 months after the Discovery Meeting to receive a completed plan.
- I understand
I was referred by:
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Which Podcast?
Other podcast