Signature Client Program Application
To explore whether our Signature Client Program is the right fit for your needs, we invite you to fill out our application. This will allow us to understand your financial situation and goals better. Once your application is reviewed, we will reach out to schedule an initial consultation to discuss your needs, answer any questions you may have, and determine the best way forward.
Contact Information
Name *
Co-Client Name (if applicable)
How did you hear about Scholar Financial Advising?  *
Phone Number *
Secondary Phone Number (if applicable)
Email Address *
Secondary Email Address (if applicable)
Financial Background Information
What is your current occupation and employment status? *
Are you currently working with a financial advisor? *
If you answered "Yes" above, why are you looking to change?
What is the estimated dollar amount of your investment assets? *
What is an estimate of your ongoing annual income? *
Which financial decisions/activities do you currently make on at least an annual basis? *
Wymagane
Detail what you would describe as the perfect financial advisor relationship. *
What are your top 2 financial goals?
What are your main concerns or questions you would like addressed during our first introductory meeting? *
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