Contact details:

First name

Last name

Email

Phone (include country code)

Birthday

Country of residence:

Citizenship status

US Citizen

Other

Financial information:

Marital status

Employment status

What is your approximate net worth?

<$100k

$100k-$500k

$500k-$1M

$1M-$5M

$5M+

What is your primary reason for seeking financial planning services?

Retirement planning

Investment management

Tax strategies

Estate planning

Business planning

Stock options or alternative investments

Other

Do you currently have a structured investment portfolio?

Yes

No

Other

What are your short-term financial goals (1–3 years)?

Do you currently work with a CPA, estate attorney, or other financial professionals?

No

Yes

Are you open to consolidating your financial accounts for streamlined management, if recommended and appropriate?

Yes

No

Are you comfortable paying for ongoing professional financial advice?

Yes

No

Unsure

Yes, subscribe me to your newsletter.

Mail: 8605 Santa Monica Blvd, pmb 35721

West Hollywood, California 90069-4109 US

info@eurekawealthmanagement.com

(760) 537-0791

Eureka Wealth Management is a registered investment adviser in the State of California. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

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