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We serve clients seeking ongoing, long-term professional advice and advocacy from a fiduciary, fee-only advisor. Want to see if we're the right fit for you? Fill out this form and let's start a conversation.

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Spouse or Partner's name, if applicable

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What type of planning relationship are you looking for?*

What is your highest financial priority right now? (The more detail the better.)*

What is your approximate Annual Gross Income?*

About how much do you have in savings and investments? Include brokerage accounts, bank accounts, retirement accounts, and annuities. (Retirement accounts include traditional and Roth IRAs, workplace plans like 401(k)s, federal TSPs, deferred compensation, and profit sharing.)*

What else should we know about you?

Who referred you to us? How did you hear about Practical Financial Planning?*

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