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Let’s Get a Feel for What’s Next

This isn’t a pitch.

It’s a smarter way to start a real conversation—so we can better understand what you’ve built, what you care about, and where we can help.

Be honest. Skip anything that doesn’t apply.

We’re here when you’re ready.

Step 1: Quick Intro

First Name* Last Name* Email* Phone Number

Step 2: One-Word Check-In

If you had to describe your current wealth picture in one word, what would it be?
(Don’t overthink it. Just go with your gut.)

Step 3: Optional Financial Snapshot

(Helps us tailor the conversation—skip anything you’d rather not share.)

Total Net Worth Investable Net Worth (401ks, IRAs, brokerage) Household Income Annual Saving & Investing Amount 401K - 403B Pre-Tax IRAs Roth IRAs Brokerage Accounts Cash on Hand Other Assets (Real Estate, Business, etc.)

Step 4: Best & Worst Decisions

What’s the best financial decision you’ve ever made—and what’s one you’d take back if you could?

Step 5: Top 3 Financial Concerns

What are the 3 things you’re most concerned about right now?
(Examples: taxes, business exit, investment volatility, family planning, etc.)

Step 6: Why Now?

Why is now the right time to explore your wealth strategy?
(What’s shifting in your life, your business, or your thinking?)

Step 7: Past Experience with Advisors

Have you worked with a financial advisor or firm before?
What did you like? What fell short?

Step 8: Who Is This Really For?

When you think long-term wealth… who are you doing this for?
(You? Your kids? Your future self? Your legacy?)

Step 9: Where Would You Want Support?

(Select all that apply) Exit Planning & Business TransitionTax Strategy & StructuringAsset Allocation & Investment ReviewReal Estate or Private Investment StrategyLegacy & Estate PlanningPassive Income & Lifestyle DesignNot sure yet—open to explore

Step 10: What’s Your Ideal Next Step?

Book a private 15-minute Discovery CallSend me a strategic insight via emailJust exploring—no contact for now

Step 11: Choose Your Wealth Experience

How would you prefer to meet or connect?
Virtual CallDinner / Drinks (Kansas City)Golf Round or Simulator Strategy SessionEmail Only for Now

Final Details (Optional Bonus)

Are you based in or near Kansas City? YesNo Were you referred by someone? Is your focus personal wealth, business strategy, or both?

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