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Let's match you to the right advisor in 3 easy steps:

  1. Answer some quick questions
  2. Get to know your advisor matches
  3. Start the advisor conversation on your terms

We respect your privacy and will never share your information with any third parties. Your first meeting is always free, and you’re under absolutely no obligation to hire any professional.

First, let us know a bit about you. What’s your name?

Your next steps:

1Review your advisor matches

2Schedule a free meeting with any of your chosen advisors - it`s absolutely free, and there is no obligation to hire anyone.

Hi !firstname!, nice to meet you! Where do you live?

Great to know! How old are you?
Now, let us know a bit about your finances so we can find you the best matches. What is your current gross annual income?
What is the approximate value of all your investable assets, including 401(k) and IRAs but excluding real estate? We ask since some advisors have account minimums.
Does that include assets held in Employer Sponsored Retirement Plan such as 401(K) or IRA?
How would you describe your outlook on the future?
What’re your views on stock market ups and downs.
!firstname!, now let’s chat about your communication preferences. Advisor meetings usually happen quarterly. Most clients prefer to meet virtually these days. How would you like to meet with your advisor?
Please share any gender preference you may have for your advisor.

Do you prefer to speak to your advisor in a language other than English?

Prefer Non english
How often would you like to communicate with your advisor?
On a scale from 1-5, how hands-on would you be when working with an advisor?
1: Don’t bother me with any details - My financial advisor can take care of everything5: Bother me with all details - My opinion is important with all investment/ planning decisions
How quickly do you expect your advisor to respond to you?

!firstname!, now let us understand your financial needs and priorities. Rate the level of importance for each of these items.

One time financial plan / retirement report
Retirement planning, income / spending
Tax efficient investments (Index, ETF's, etc)
Tax focused planning

Rate the level of importance for each item

Windfall from inheritance, business sale or other events
Tax estate and legacy planning
Employee stock options / working for a start-up
Divorce planning / loss of spouse

Rate the level of importance for each item

Special needs planning
Private / alternative investments
ESG/Socially responsible investing
Military or Federal benefits
Do you have a preference on your advisor's fee model? (Fee-only advisors are compensated only by their clients. They don't earn commissions by selling insurance/investment products.)
How soon are you looking to hire a financial advisor?

Please share your email so we can send you a link to access your advisor profiles at any time.

Anything else you want us to know? (optional)

You acknowledge receipt of Wealthramp’s ADV Part 2, Privacy Policy, Client Relationship Summary, and Solicitor’s Disclosure which sets forth the solicitor’s fee arrangement between Advisors and Wealthramp. Advisors' ADV Part 2 are provided when you view results.