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Please take a moment to watch this short video.
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What best describes why you decided to reach out?
I've done this myself as long as I can and need some help
I want a guide to help me make critical lifelong decisions
Financial Planning isn't what I do and I value a professional to help guide me/us
I need someone to help put together an overall retirement strategy
I want to make sure my spouse is in good hands if something should happen to me
I'm tired of always worrying about finances and could use some guidance
I need someone to help me protect and manage my investment portfolio
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How do you feel about your current financial situation?
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Have you worked with a financial planner before?* This field is required.
YESNO
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What did you like or dislike about working with a financial planner?
Huge
Large
Normal
Small
Ok
Ok
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Root Financial Partners' transparent cost structure* This field is required.The annual cost of our services is billed directly to client investment accounts and is broken down as follows: 1.00% on the first $1,000,000 we manage 0.75% on amounts between $1,000,000 and $3,000,000 0.50% on amounts between $3,000,000 and $10,000,000 0.25% on amounts above $10,000,000 Please confirm you understand how Root Financial Partners charges for services before moving forward.
I understand how Root Financial Partners charges for services
I'm not looking for an advisor to manage my investments
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That's perfectly fine. Unfortunately, we're not the right fit for you.

Here's a couple of places you may be able to find an advisor that has a cost structure more suitable to what you're looking for:

XY Planning Network

Garrett Planning Network
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How did you hear about us?* This field is required.Please select one
YouTube
Real Personal Finance Podcast
Ready For Retirement Podcast
NAPFA
Online Search
Referral from family/friend
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Do you manage your finances jointly with a spouse/partner or as an individual?
JointIndividual
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Name* This field is required.
First Name
Last Name
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Email* This field is required.
example@example.com
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Phone Number* This field is required.
Area Code
Phone Number
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Relationship Status
Single
Married
Long Term Relationship
Engaged
Separated/divorced
Widowed
Domestic Partnership
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Partner Name
First Name
Last Name
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Partner Email
example@example.com
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Do you have investments?* This field is required.
YESNO
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What types of accounts?Select all that apply
IRA (Traditional, SEP, SIMPLE)
401(k), 403(b), 457(b)
Roth IRA
Brokerage Account
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What is the approximate total value of your investments?
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What is your approximate annual income (combined income if married)
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Do you plan to make any major life changes in the next few years?
Retire
Change jobs
Move
Buy a home
Start a business
Marriage
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On a scale of 1-10, how eager are you to engage Root Financial Partners as your financial planner?1 = not sure at all. You just want to explore your options; 10 = I understand the value provided and want to move forward ASAP.
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Anything else we should know before scheduling a time to speak?
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