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Financial Planning Interest List for The Goodland Group
Thanks so much for your interest in working together! Please fill out the form below to and we'll be in touch as soon as we have capacity for you.
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* Indicates required question
Email
*
Your email
Name (First Last)
*
Your answer
Partner's Name (First Last)
Your answer
Partner's Email
Your answer
How did you hear about us?
*
Referral
Podcast
Article
Internet Search
Email list
Speaking engagement
XYPN
NAPFA
LinkedIn
Other:
If you were referred to us, who referred you?
*
Your answer
How old are you and your partner?
*
Under 30
30-40
40-50
50+
Required
What is your household income range annually (not including equity compensation)?
*
less than $250k
$250k - $500k
$501k-$1m
$1m+
What kind of equity compensation do you and your partner have?
*
Restricted Stock/Restricted Stock Units (RSUs)
Incentive Stock Options (ISOs)
Non Qualified Stock Options (NSOs)
Employee Stock Purchase Plan (ESPP)
I/we have equity comp, but not sure what type
I/we don't have equity compensation
Other:
Required
Do you and/or your partner own a business?
*
Yes, with employees
Yes, without employees
No
Other:
Where do you work and, if you have a partner, where does your partner work?
*
Your answer
Please share a bit about your situation and what you're looking for in a financial planner.
*
Your answer
What state do you live in?
*
Your answer
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