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Guided Wealth Portfolios

Prospective Client

Introductory Phone Call

We appreciate the interest you have in working with our firm. The first step of our "Get to Know You" process is a 15-minute phone call with one of our advisors. During the call we will work to understand your unique situation as well as explain our services and how we may be of value to you and your family. Please use the link below to schedule an introductory phone call on a day and time that works best for you. We look forward to speaking with you!

Schedule Introductory Phone Call

Data Gathering Form - Complete After Phone Call

It was a pleasure speaking with you and getting to understand your financial situation and needs better. We are looking forward to meeting in person and continuing our discussion. We ask that you please take 5 minutes of your time and complete our data gathering form. Your answers to our questions, along with the documents we request you bring (found below), will guide our analysis and assist in a productive first meeting.

Access Data Gathering Form
Recommended Documents

Recommended Documents

We ask that you please bring all listed documents to your first meeting. As comprehensive financial planners, the documents listed are crucial in developing a successful plan tailored to your individual situation. They are imperative to the success of our initial in person meeting, so much so that we will ask to reschedule if they are not collected in time for your meeting. You can bring physical copies to initial meeting, or submit electronic copies through our secure upload portal found under "Client Center" on our website. Please reach out to our office if you have any questions.

Worksheet Link