First Name *

Last Name *

Email *

1. Which best describes the capital you’d like guidance on?

Under $250 K
$250 k - $500 K
$500 K - $1 M
$1 M - $5 M
$5 M - $10 M
$10 M +
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2. When you picture “retirement,” what do you see first? (One sentence.)

3. Which word best describes your current mindset?

Accumulating

Leveraging

Stewarding

4. Has anyone ever explained the difference between those three approaches?

Yes

5. Over the last 12 months, is your overall portfolio:

Down

Roughly flat

Unsure

6. What’s your biggest current stressor? (Select all that apply)

Market swings shrinking income

Tax drag

Bank interest leaving the family

Estate docs you’re not sure will work

Transferring wisdom, not just wealth

7. On a scale of 1–5, how important is personally controlling your banking function?

1 (Not important)

5 (Crucial)

8. Which matters more to your sense of security?

Stable lifetime income

Chasing the highest possible return

9. Who would join you in a 90-minute Steward’s Table conversation?

Spouse/partner

Adult child

Business partner

I’d attend solo

10. One word that captures the blessing you most want to pass on:

Freedom
Opportunity
Faith
Education
Security
Service
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11. Anything else we should know before we review your application?

12. Best phone number for a quick follow-up if we have questions: *

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