Schedule a ConsultationA free 30-minute conversation to gain insight into your finances and see whether we’re a good fit for each other New Client Meeting Request FormPlease submit the form below, which will help make our conversation more productive. After you complete it, we'll reach out to schedule a virtual introduction. We look forward to meeting you!First NameLast NameEmailApproximate Age Under 35 35 - 45 45 - 55 Over 55Do you have a spouse, partner, or significant other that should be included? Yes No(For the best planning experience, meeting attendance by all parties is preferred.)First Name (spouse)Last Name (spouse)Email (spouse)Approximate Age (spouse) Under 35 35 - 45 45 - 55 Over 55What state do you live in?What has prompted you to look for a financial planner?Approximate Annual Income (joint income if including a spouse) $0 - $150k $150k - $250k $250k - $500k $500k - $1mil More than $1milApproximate Net Worth Less than $1mil $1mil - $2mil $2mil - $5mil $5mil - $10mil More than $10milWhat services are you interested in? Ongoing Financial Planning + Investment Management + Tax Prep One-time Financial Plan Focused Planning Session Not Sure YetHow did you hear about LifeSighted?Preferred Meeting Type Phone Call Video ConferenceSubmit