Get Some Financial Peace‑of‑Mind 1Complete the Form2Schedule a Call3Get Some Clarity "*" indicates required fields HiddenWere you referred to a specific advisor on our team?* Yes No HiddenWhich 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 HiddenWhat 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) HiddenDescribe other financial considerations HiddenDo 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 HiddenCheck 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. HiddenAre 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 HiddenIf you choose to partner with us, approximately how much do you expect to invest in Cook Wealth accounts?* $500,000+ Less than $500,000 If 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 HiddenAnnual 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 Add an optional message or specific question for our team. How did you first hear about Cook Wealth?* First Name* Last Name Email* PhonePhoneThis field is for validation purposes and should be left unchanged.
