Application for a Complimentary Retirement Strategy Session

I’m offering a few complementary strategy sessions. To get you kick-started, I invite you to apply now to see if you qualify! If approved, you will then get instant access to my calendar!

Full Name *

Email *

Phone *

Give me the short version of your retirement status *

Now just a few questions about your current plan:

Investable Assets *

Years To Retire? *

What are you most worried about? What keeps you up at night? (be candid and honest) *

Do you currently have an advisor?

Why are you now looking for help? Check any that apply

Market losses

General economic outlook

Loss of confidence in Advisor

More complicated than expected

Looking for a second opinion

Access to institutional strategies and products not available at the retail level

Who or what influenced you most in your decision to reach out to Jim? *

What would mean IDEAL success for you as we work together? *

Please answer the following (select one) *

I have the financial resources to invest in Planning

I can access the financial resources to invest in Planning

I have no financial resources and intend to keep my plan as it is now.