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Next Step for Scheduling an Introductory Call

Thank you for your interest in Sammons Wealth Management!

Prior to scheduling an introductory call we first ask that you answer a few questions for us below. This allows us to gain a better understanding of your current financial situation and determine if we are a good fit for your financial planning and wealth management needs. 

Once we have reviewed your questionnaire, we will reach out to schedule your introductory call with Stephanie Sammons, CFP®. Thank you!

Note: This is a secure form. The information is not publicly available. We also do not ask for sensitive personal data such as date of birth, account details, etc.


Intro Call Questionnaire

"*" indicates required fields

*Our planning and wealth management services are best suited for clients who have minimum investment assets of $750,000.
Name*
Where are you located?*
What is your marital status?*
Do you have children?*
How did you find us?*
Are you currently working with a financial advisor/planner?
Have you recently experienced a life transition? (select all that apply)*
What are your top concerns right now? (select all that apply)*
What type of financial advisory relationship are you seeking?*
*We do not offer one-time planning engagements at this time. Comprehensive planning is included in our ongoing services.
Please enter a number from 0 to 100.
This field is for validation purposes and should be left unchanged.

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