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Libertas Wealth Management Compatibility Assessment

Libertas Wealth Management Compatibility Assessment

Help Us Get to Know You

The following form asks a series of questions pertaining to your personal status, your current financial position, and your financial goals. The information you provide will help us better understand your situation and if Libertas Wealth Management is the right financial planner for you.
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Are you an individual or a joint couple seeking assistance?
Name
Relationship Status
How would you describe the stage of investing that you are currently in?
(Circumstances Permitting) Do you prefer in-person meetings or video meetings?
How would you describe your total Liquid Net-Worth (investable assets, not including your home, vehicles, and other hard assets)?
What do you need help with? (Select all that apply)
What are your top 3 retirement planning priorities?
Are you interested in any of the following? (Check all that apply)