We are pleased to offer Pay What You Want planning services (by referral only) to those demonstrating financial need.
Please complete the following steps to apply. Please note we are unable to work with every applicant.
We look forward to hearing from you. Please email firstname.lastname@example.org with questions.
Please complete this New Client Questionnaire that requests basic information about your life and financial circumstances.
Please email your completed Net Worth and Living Expenses spreadsheets to email@example.com
We will review your information and determine if our services appropriately fit your needs. If so, Julie will invite you to book your first client meeting to discuss your planning needs and next steps.