Get Some Financial Advice Get started by answering a few questions. Then request a meeting time that works for you. "*" indicates required fields This field is hidden when viewing the formWere you referred to a specific advisor on our team? Yes No This field is hidden when viewing the formWhich Cook Wealth team member were you referred to? Amy Swartzfager, CPA, MBA Dave McDougall, CFP® Elliot Williams, CPA Jason Deshayes, CFA/PFS, CFP®, CKA® Kim Clark, CPA/PFS Mike Holloway, CFP® Seth Large, CFP® Zach Carver, CPA, CFP® Other This field is hidden when viewing the formWhat 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) This field is hidden when viewing the formDescribe other financial considerationsThis field is hidden when viewing the formDo 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 agency This field is hidden when viewing the formCheck 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. This field is hidden when viewing the formAre you currently working with a CPA or financial advisor? I have an existing CPA I have an existing financial advisor I'm looking for* just a little help with my investments just tax help proactive tax and wealth planning This field is hidden when viewing the formIf you choose to partner with us, approximately how much do you expect to invest in Cook Wealth accounts? $500,000+ Less than $500,000 This field is hidden when viewing the formIf you choose to partner with us, approximately how much would you expect to invest in Cook Wealth managed accounts?* $2,000,000+ $500,000 to $2,000,000 Up to $500,000 This field is hidden when viewing the formAnnual household income $300,000+ $100,000 - $300,000 Less than $100,000 Annual household income* $300,000+ $100,000 - $300,000 Less than $100,000 If you choose to partner with us, approximately how much would you expect to invest in Cook Wealth managed accounts?*Add an optional message or specific question for our team.How did you first hear about Cook Wealth?*First Name*Last Name*Email* Phone Get Helpful Tax and Wealth Tips Checking the box will subscribe you to our email list where you'll receive helpful tax and wealth tips, podcasts, and hear about upcoming events. You can always unsubscribe. PhoneThis field is for validation purposes and should be left unchanged.