Book a Financial Planning Session "*" indicates required fields Step 1 of 4 - Family and Occupation 0% Family InformationMarital Status* Single Married Divorced Widowed Name* First Name Last Name Date of Birth* MM slash DD slash YYYY Spouse's Name* First Name Last Name Spouse's Date of Birth* MM slash DD slash YYYY Wedding Anniversary Date* MM slash DD slash YYYY Residential Address* Street Address Address Line 2 City StateAlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Mailing Address* Uncheck if your Mailing Address is different than Residential Street Address Address Line 2 City StateAlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Preferred Contact Method*CellHome PhoneEmailCell Phone*Home PhoneSpouse's Cell*Email* Spouse's Email* OccupationEmployment Status* Employed Retired Your Job Title* Employer Name* Employment Address* Street Address Address Line 2 City StateAlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Retirement Date* MM slash DD slash YYYY Spouse's Employment Status* Employed Retired Spouse's Job Title* Spouse's Employer Name* Spouse's Employment Address* Street Address Address Line 2 City StateAlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Spouse's Retirement Date* MM slash DD slash YYYY Qualified Retirement Plan Investments & Assetsex. IRA, 401(k), 403(b)Value of Traditional & Roth IRAs:*Please enter an amount even if $0Value of Retirement Plans with Current Employer:*Please enter an amount even if $0Value of Retirement Plans with Former Employer(s):*Please enter an amount even if $0TOTAL of Qualified Investments & AssetsNon-Retirement Investments & AssetsNot in any type of IRA or account listed previouslyValue of Combined Checking, Savings, Money Markets & CD's:*Please enter an amount even if $0Value of Annuities:*Please enter an amount even if $0Value of Brokerage Accounts:*Please enter an amount even if $0Value of 529 / Education IRAs:*Please enter an amount even if $0TOTAL of Non-Qualified Investments & Assets Income, Net Worth, & ExpensesAnnual Household Income*Estimated Total Monthly Expenses*Estimated Net WorthDo not include your primary residenceEstimated Total Liquid Net WorthThis includes assets such as cash, bank accounts (i.e. checking, savings, money market, CD), and investment accounts. Financial StatementsDo you want financial planning or advice on existing investment account(s)?* Yes No. Only on cash, cash-like assets, property and income This can include but is not limited to: individual investment accounts, joint investment accounts, 401k, IRAs, 403b, etc.Do you have electronic statements available to upload?* Yes, I can upload them now No, I don't have them or can't access them now If you already have electronic statements or can download them quickly, then please select "Yes" otherwise select "No"That's ok! You'll receive a link in your email to a secure form you can upload the statement(s) to later. Unless you don't want planning or advice on these statements, these will be needed prior to your Financial Planning session.Please upload a copy of your statement(s)*You can add one or multiple files to this field. Drop files here or Select files Accepted file types: jpg, gif, png, pdf, Max. file size: 300 MB. Book Your AppointmentHow would you like to meet?* Video (Zoom) In-person (Our Office) Financial Advisor Consultation (Zoom)*Financial Advisor Consultation (In-Office)*Financial Planning Services with Austin Price: $0.00 Total Payment*This payment is refundable if you cancel or reschedule in writing at least two business days in advance. You may contact us via email at info@christianfa.com or by texting 830-609-6986.Card Details Cardholder Name PhoneThis field is for validation purposes and should be left unchanged.
