Page 1 of 2

Let's connect.

Please take a moment to complete the form below. I truly appreciate the opportunity to support you, help you achieve your goals, and serve as a trusted resource for you, your family and/or your business. I'm excited to connect, guide you with care, and be here for you every step of the way.

First name

*

Last name

*

Phone number

*

Email

*

Company name (if applicable)

What best describes you?

*

Individual

Family/household

Small business owner

Nonprofit/organization

Other

Where is your business currently?

*

Just getting started

Less than a year

1-3 years

3-5 years

5+ years

Established but going through changes

What is your biggest business challenge right now?

*

Bookkeeping/financial organization

Taxes

Cash flow

Business growth

Insurance/risk management

Business structure

Planning

Other

What services are you interested in?

*

What are you hoping to accomplish?

*

Getting organized

Reducing financial stress

Tax preparation

Tax planning

Bookkeeping

Business setup/growth

Insurance/coverage

Life insurance/retirement/401K

Personal financial clarity

Business consulting

Other

Are you currently working with another professional?

*

Yes

No

I have in the past

I'm not sure what I need yet

If yes, what would you like to change or improve about your current situation?

*

What date(s)/time(s) work best for to meet?

*

How may I contact you regarding your consultation?

*

Phone call

Text

Email

Any of the above

How would you prefer to meet (in person is an option if you're local to Omaha, NE)?

*

Zoom

Phone

In person

No preference

How did you hear about me?

*

What questions and/or concerns do you have before we meet?

*

I understand that completing this form does not establish a client relationship, and the consultation does not guarantee that services will be provided.

*

I understand