Which of these describes you best?
Pick one. The rest of the questions adjust to it.
What is prompting this?
Choose up to three. This becomes the agenda for the call, so pick what is actually on your mind.
Roughly how much do you have in investable assets?
Count everything that is or could be invested: brokerage, IRAs, 401(k)s, vested company stock, cash. Leave out your home and the business itself. A rough number is fine; we are checking fit, not auditing you.
Is there a deadline behind this?
Some things have a clock on them. Most do not. Either answer is fine; it changes how fast we move, not whether we talk.
Who is handling this for you today?
No wrong answer. We are not here to bad-mouth anyone.
How can we get in touch?
Thanks for reaching out.
We’ll follow up with you shortly.
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Here is our honest read.
Our model is built around $1 million or more in investable assets, and it does not do its best work below that. That is a fact about our structure, not about you.
If a liquidity event is on the horizon, reply to the note Erica sends you and say so. Timing changes the answer, and we would rather talk a year early than a year late. If you want an introduction to an adviser who fits today, she will make one.