Thank you for your interest in working with Private Wealth Collective and our partner Financial Gym Advisors.

So we can better prepare ourselves for your introductory call, can you please answer some questions for us? Thanks!

A Few Questions Before Your Call

1. What prompted you to reach out to a financial advisor at this time?

I'm facing a major financial decision or life event.I want a comprehensive financial plan.I want to improve my investment strategy.I'm exploring my options and learning what's available.

2. Which best describes your primary financial goal?

Building long-term wealth.Preparing for retirement.Managing a business or executive compensation.Reducing financial stress and improving organization.I'm not sure and need guidance.

3. How soon are you looking to begin working with an advisor?

As soon as possible.Within the next 1–3 months.Within the next 6 months.I'm just gathering information for now.

4. Which best describes your current financial situation?

My finances have become more complex recently.I have several moving pieces and want professional guidance.My finances are relatively straightforward, but I want a second opinion.I'm just beginning to build wealth.

5. Have you worked with a financial advisor before?

Yes, and I'm looking for a more comprehensive experience.Yes, but my needs have changed.No, this would be my first advisor relationship.No, and I'm still deciding if I need one.

6. When receiving financial advice, which statement best describes you?

I want a trusted partner to guide important decisions.I prefer a collaborative approach and want to stay involved.I mainly want recommendations and will decide on my own.I'm mostly looking for education and information.

7. Who will be involved in the decision to hire a financial advisor?

Just me.My spouse/partner and I.Family members or business partners are also involved.I'm not sure yet.

8. Which of the following best describes your investable assets?

Less than $250,000.$250,000–$1 million.$1 million–$5 million.More than $5 million.

9. What type of relationship are you looking for?

Ongoing comprehensive financial planning and investment management.Ongoing financial planning.Help with a specific financial issue or project.I'm not sure yet.

10. If we determine we're a good fit, what is your likely next step?

Schedule a meeting and move forward quickly.Meet to learn more and evaluate options.Compare several firms before making a decision.Continue researching on my own.

We will not share your personal information