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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. 

At this time we have limited capacity and are only able to talk with potential clients who meet our minimum asset threshold of $1M+.

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 investment assets of $1M+.
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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