Advisory Consultation Request

This short assessment helps individuals and business owners gain insight into their current financial position — whether related to business financial management, strategic planning, or retirement readiness.

In just a few minutes, you can identify potential gaps and opportunities that may improve your financial stability and long-term outlook.

✔ Takes about 2–3 minutes
✔ No confidential financial documents required
✔ No personal financial data collected

After completing the assessment, you may choose to request a consultation to explore strategies for business financial growth or retirement planning.

First Name

Last Name

Email Address

Phone Number

Website

Which best describes you?

Business owner

Employed professional

Retiring soon

Already retired

Other

What is your primary goal?

A

Business Financial Guidance

B

Financial Clarity / Profitability

C

Retirement Planning

Business Services (A & B): What is your annual revenue?

$1M or less

$1-2M

$2-5M

Over $5M

Business Services (A & B): How long have you been in business

0-1 year

1-2 years

2-5 years

Over 5 years

When do you need this service / consultation to start?

Now

Within 30 days

30-60 days

Over 60 days

Just exploring my options

What is your primary objective in seeking advisory support at this time?

Are you the primary decision-maker for engaging advisory services?

A

yes

B

part of the decision proces

C

no

Business Services (A & B): Are you open to implementing professional financial guidance if it aligns with your goals

yes

no

ProEx Advisors respects your privacy and is committed to maintaining the confidentiality of your information. All information submitted through this consultation request will be used solely for the purpose of evaluating your advisory needs and determining whether our services are an appropriate fit.

Your information will not be sold, shared, or disclosed to third parties without your consent, except as required by law.

We appreciate the trust you place in ProEx Advisors.

Retirement Planning Services

A

I need help interpreting my Retirement Readiness Scorecard

B

I want to explore my retirement options in more detail

We carefully review each consultation request to ensure alignment with our current advisory focus. If it appears that our services would be beneficial for your situation, we will follow up with an invitation to schedule a confidential advisory consultation.

Submission of this form does not create an advisory relationship. An advisory relationship is established only through a formal written agreement.

If we determine that your needs may be better served at a later stage, we will provide appropriate guidance or resources where possible.

We appreciate the opportunity to learn about your goals and objectives.

Most consultation requests receive a response within 1–2 business days.