Make smart choices. Leave a lasting legacy. Submit your form and Jeff will follow up with next steps. Name * First Name Last Name Email * Cell Phone Approximate Investible Assets * $0-500k $500k-1M $1M-2M $2M+ What services are you interested in? * Ongoing Planning Investment Management Project Planning How did you hear about me? * Referral from existing client Referral from CPA or attorney Social media Online search XY Planning Network Thank you! Please allow up to one week for me to follow up with next steps to get started. In the meantime, check out the Redwood Money YouTube channel for more financial planning content.
