This takes about 5 minutes. Your answers help me come prepared with what matters most to your situation.
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Name(s)
*
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Email
*
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Section 1: Quick confirms
A few quick checks on what’s changed since last year.
Compared to last year, has your income changed?
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Is your overall income and/or work situation basically the same as last year?
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If no, what changed? (e.g., new job, retired, went self-employed, significant income change, sold a property)
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Section 2: Planning goals
What would you like to get out of our session?
What do you most want clarity on from our meeting?
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Which planning topics would you like to cover? (Select all that apply)
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Is anything coming up in the next year or two we should factor in? A job change, retirement, selling a property or significant chunk of stock, an inheritance, or anything else on the horizon?
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Anything that surprised you on your return, or any tax decisions coming up soon?
