Help us learn more about you

Before we pair you with one of our financial advisors, it’s important we learn more about your goals. Filling out this form helps us improve our process in the beginning stages of our partnership with you.

Please take 5–10 minutes to answer a few questions. Once we receive your information, we will be in touch to schedule a time for a brief introductory phone call.

If a question is not applicable, write “N/A.”

If you aren’t comfortable inputting information here, you can call us at 919-851-8200.

Thank you, and we look forward to speaking with you!

What next?

Learn more about the 6-step process of how we work together.