Let’s Get Started Name* First Last Email* Enter Email Confirm Email My household is:Just meJust me and my kidsMe and my partnerMe, my partner and our kidsPartner's Name First Last Partner's Email Enter Email Confirm Email Age18-2425-3435-4445-5455-6465-7475-8485+Partner's Age18-2425-3435-4445-5455-6465-7475-8485+I am also responsible for: A disabled family member Aging parents I am a:Canadian citizen or resident with Canadian income and assetsCanadian citizen or resident with international income and assetsU.S. citizen or dual US/Canadian citizen and Canadian residentMy partner is a:Canadian citizen or resident with Canadian income and assetsCanadian citizen or resident with international income and assetsU.S. citizen or dual US/Canadian citizen and Canadian residentI 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:Very secure (I got this)Mostly secure (pretty sure I'm on track)A little secure (sometimes confused)Not at all secure (overwhelmed, worried, and embarrassed)I have specific questions about: (select all that apply) Knowing where my money goes Eliminating debt How to plan for variable income When I can retire and how to prepare for it How to use my corporate structure If my estate is set up properly Time Zone*PacificMountainCentralEasternAtlanticNewfoundlandPhone NumberWhat 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 quote. Thank you for taking the time to help us get to know you better. Would you like to receive Spring (the newsletter)?You will receive a monthly email (like this one), and new blog posts (like this one) when they're published. Yes Optional QuestionsWe have found that knowing the answers to some or all of the following questions gives us greater insight into what makes you unique and how we can help you. Please consider answering any that resonate with you, and then scroll to the bottom to send your answers.Why are you interested in working with Spring Financial Planning?What frustrates or concerns you about your current financial situation?What is your greatest challenge regarding your finances or progress towards your financial goals?How is having this financial challenge impacting your life?What is it "costing" you, financially or emotionally?If money wasn't an issue what would you do with your life?After working with us, how will you know we are helping you?What is your most immediate goal or financial concern?Is there a particular financial issue that you most need help with?
