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New Client Inquiry
01. Who You Are
First name
Last name
Email
Phone
Optional, but helps us reach you.
Where you're based
City, state.
02. What Brings You Here
What prompted you to reach out now?
What are you looking for help with?
Select all that apply.
Investment Management
Financial Planning
Retirement Planning
Tax Planning
Estate Planning
Business / Advisory
Not Sure Yet
Where are you in the process?
Select one
Ready to move forward now
Deciding within the next 1–3 months
Exploring, 3–6 months out
Just gathering information
03. Your Situation
Approximate investable assets
Investments, retirement accounts, and cash — excluding your primary home.
Select a range
Under $250,000
$250,000 – $500,000
$500,000 – $1,000,000
$1,000,000 – $2,500,000
$2,500,000 – $5,000,000
$5,000,000+
Prefer not to say
Do you currently work with a financial advisor?
Select one
No — this would be my first
Yes — and considering a change
I self-manage and want help
Prefer not to say
Approximate annual household income
Optional.
Select a range
Under $150,000
$150,000 – $300,000
$300,000 – $500,000
$500,000 – $1,000,000
$1,000,000+
Prefer not to say
04. Why Counterpoint
Why Counterpoint specifically?
What drew you to us, and what would make this a success from your point of view?
How did you hear about us?
Select one
Referred by a client or friend
Referred by another professional (CPA, attorney)
Web search
Social media
Event or community
Other
Anything else you'd like us to know?
Optional.
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