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Next, please provide us with details around your personal situation so we can align you with the financial analyst that meets you where you are!
Investing Experience
Low - either no investments or only 401K/IRA
Medium - have some investments outside of my 401K/IRA
High - regularly invest and look for new investment opportunties
Primary Goal
Financial Security
Retire comfortably/safely & being financially secure
Live the life I've always dreamed about, provide a better life for my family, comfortably retire & be financially secure
Stop working for other people + everything above
Things you've invested in
Stocks & Bond's
Real Estate
Bit coin / Crypto
Some or all of the above
Real Estate Investing Experience
None - I do not own a home but want to start
I own my home
I own 2 - 3 houses
I own >3 houses
Annual Household Income
<$75,000 / year
$75,000 - $150,000
$150,000 - $250,000
>$250,000
Estimated Credit Score (take your best guess)
>680
680-740
>740
I don't know
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