Your introductory meeting is confirmed and scheduled on your Wealth Advisor's calendar. 

Please click here and complete your short financial survey.

Complete your short financial survey

We provide it to all of our clients in advance so that you have time to complete the survey and your advisor has time to review it. This enables us to make the most of your time on the call itself. The questions are all about you, so there’s no preparation needed on your end.

The numbers don’t need to be perfect, either – your best estimates are simply a starting point for a personalized strategy which you and your advisor will fine-tune together.  

After you submit, you’ll receive a proposed asset allocation right away! It will serve as your starting point. 

And, if you need to reschedule, please give your Wealth Advisor as much advance notice as possible by calling our client support team at (571) 639-3981 or sending an email to support@foolwealth.com.