Free Session Application

Please complete this short survey to qualify for a complimentary financial strategy session.

Full Name *

Email *

What is your status in the US? *

Dual Citizen

Green Card

Visa

Other

When are you planning on going back to France? *

Less than 3 years

3 to 5 years

Over 5 years / never

I don't know

Do you have kids? *

Yes

No

In which state are you located? *

Do you have accounts outside of USA? *

Yes

No

How do you invest? *

I invest by myself, or I plan to invest by myself

A professional manages my investments

A robo-advisor manages my investments

Looking for someone to manage my assets

Do you need a financial strategy, or just have a few questions? *

I need a financial strategy

I only have a few questions

How much in investments do you have being / need managed? *

Less than $100k

$100k to $500k

$500k to $1 million

More than $1 million

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