New Client Onboarding · Step 1 of 2

First Meeting Intake

Takes about 2 minutes — helps Raj prepare a personalized agenda for your discovery meeting.

About you

Contact and professional details

First name *

Last name *

Email address *

Phone

Job title

Employer / company

I am primarily a…

Corporate executive (W-2) Business owner Both Other

Family & life stage

Helps plan for education and legacy goals

Marital status

Number of children / dependents

Children's ages (if applicable)

Are you saving for college / education?

Yes, actively Planning to start Not applicable

Financial snapshot

Approximate ranges — no exact figures needed

Annual household income

Investable assets

Top priorities

What matters most right now

Top financial goals (select up to 3)

Reduce my tax burden Grow wealth / achieve higher returns Retire earlier than planned Generate passive / alternative income Diversify out of stocks / RSUs / concentrated position Fund children's college education Business exit / succession planning Estate & generational wealth planning

What prompted you to explore working with a wealth advisor now?

Any specific tax or life situation to cover in our first meeting?

Confidential. Only seen by Raj — used to prepare for your meeting. We never sell your data.

You're all set!

Raj will review your intake before your meeting.
You'll receive a confirmation email shortly.