Talk to An Advisor Get started by answering a few questions. Then request a meeting time that works for you."*" indicates required fieldsWere you referred to a specific advisor on our team?* Yes NoWhich Cook Wealth team member were you referred to?* Aaron Taylor, EA Dave McDougall, CFP® Derek Williams, CFP® Jason Deshayes, CFA/PFS, CFP®, CKA® Mike Holloway, CFP® Zach Carver, CPA, CFP® OtherWhat is on your mind right now? (check all that apply) A specific financial goal (anything from buying a house to starting a nonprofit) Retirement Planning Estate Planning Education Planning Inheritance Death of a Loved One Navigating a Divorce Creating a Basic Financial Plan Strategic Tax Help Starting or Selling a Business Charitable Giving Family Gifting Plan Employer Benefits Review Other financial considerations (please describe)Describe other financial considerationsDo you have tax-specific needs? (if so, check all that apply) Personal tax return preparation Estimated tax planning Business tax return preparation Small business consulting Trust or estate tax preparation Issues with IRS or state tax agencyCheck the box that best fits your life stage or situation:* I’m still grinding and retirement is far off. I’m approaching retirement age, and I’m thinking of slowing down or doing something different. I am currently retired.How did you hear about Cook Wealth?* Friend / Family / Colleague InternetAre you currently working with a CPA or financial advisor? I have an existing CPA I have an existing financial advisorIf you choose to partner with us, approximately how much do you expect to invest in Cook Wealth accounts?* $500,000+ Less than $500,000Annual household income* $300,000+ $100,000 - $300,000 Less than $100,000Add an optional message or specific question for our team.First Name*Last NameEmail* CAPTCHAEmailThis field is for validation purposes and should be left unchanged.
