First and Last Name
AddressPlease include Address, City, State and Zip Code.
If you have already been paired with a Tulsa Wealth Advisor financial planner, please select which one:If you have not been paired with a Tulsa Wealth Advisor financial planner yet, please skip this question and continue the survey.
Tell us a little bit about yourself and why you are interested in talking with a financial planner.
What are your greatest passions or desires at this point? (Children, Grandchildren, Charity, Ministry, Hobby)
What are your greatest concerns at this point? (Parents, Children, Health, Losing Money, Running out of Money, Passing on Wealth)
What could happen in the future that could positively or negatively impact your finances? (Inheritance or Selling a Business, Illness or Job Loss)
What do you hope to achieve by going through our process?