Tell us more!

This form will help us understand you, your family, and your financial world a little better.

Once submitted, we’ll review your responses and be in touch right away.

First Name

Last Name

BACKGROUND INFO

What motivated you to seek out a financial planner today?

Possible topics: Investment allocation, retirement funding, long-term financial goal setting, education funding, insurance issues, tax issues, estate planning, charitable giving, debt management, etc.

How did you hear about SoundView?

What level of service are you interested in?

Ongoing (Comprehensive Financial Life Planning)

One-Time (I have a specific issue / project)

FINANCIAL INFO

What is your approximate annual household income?

How much do you currently have invested (total)?

Total of retirement plans at work, mutual funds, stocks, educational accounts, etc.

Occupation

Are you currently employed? If yes, in which field?

Anything else we should know?

CONTACT INFO

What's the best way to contact you?

Email Address

Phone

We'd be happy to give you a call if a conversation would be easier!

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Which SVA office is most convenient for you?

Olympia Office

1441 W Bay Dr NW #201, Olympia, WA 98502

(360) 867-9890

Email Us

Seattle Office

1000 2nd Ave #3550, Seattle, WA 98104

(206) 682-7713

Email Us