Broad ranges are enough for this stage. They help us understand complexity without asking for detailed statements or account information.
Approximate annual household earned income
Select a range
Under $150,000
$150,000–$199,999
$200,000–$299,999
$300,000–$499,999
$500,000–$999,999
$1,000,000 or more
Prefer to discuss privately
Available liquidity or capital capacity
Funds potentially available for planning or wealth-building initiatives.
Select a range
Under $25,000
$25,000–$49,999
$50,000–$99,999
$100,000–$249,999
$250,000–$499,999
$500,000 or more
Prefer to discuss privately
Approximate annual business revenue
Select a range
Under $250,000
$250,000–$349,999
$350,000–$499,999
$500,000–$999,999
$1,000,000–$4,999,999
$5,000,000 or more
Prefer to discuss privately
Approximate investable assets Optional
Select a range
Under $250,000
$250,000–$499,999
$500,000–$999,999
$1,000,000–$2,999,999
$3,000,000–$4,999,999
$5,000,000 or more
Prefer to discuss privately
Timing of retirement or a major transition
Select one
Within 1–4 years
Within 5–10 years
Within 11–15 years
More than 15 years away
Already in transition or retired
No defined timeline
Which assets or interests are part of your current picture? Select all that apply
Who currently supports your financial life? Optional
For example: CPA, tax attorney, financial advisor, estate attorney, insurance professional, business advisor.