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We review your answers, contact you to confirm what you need, and match you with a licensed financial advisor who specializes in integrated wealth planning. You decide what happens next.</p><div class="flex flex-wrap gap-4"></div></div></div></section><section class="border-b border-[color:var(--site-border)]/60 py-[clamp(3.5rem,8vw,7.5rem)] relative bg-[color:var(--site-soft)] text-[color:var(--site-fg)] before:pointer-events-none before:absolute before:inset-0 before:bg-[radial-gradient(ellipse_100%_80%_at_50%_-20%,color-mix(in_srgb,var(--site-accent)_14%,transparent),transparent_55%)] before:opacity-60"><div aria-hidden="true" class="aurora-bg " style="opacity:0.55"><div class="animate-float" style="position:absolute;background:radial-gradient(ellipse, rgba(200,200,200,0.09), transparent 70%);border-radius:50%;filter:blur(72px);top:-15%;left:-5%;width:55%;height:65%"></div><div class="animate-float-delayed" style="position:absolute;background:radial-gradient(ellipse, rgba(160,160,160,0.06), transparent 65%);border-radius:50%;filter:blur(72px);bottom:-10%;right:-5%;width:48%;height:55%"></div></div><div class="relative z-[1] mx-auto max-w-6xl px-4 sm:px-6"><div class="grid gap-10 lg:grid-cols-[0.9fr_1.1fr]" style="opacity:0;transform:translateY(18px)"><div><div class="max-w-3xl space-y-4"><p class="text-xs font-semibold uppercase tracking-[0.3em] text-[color:var(--site-accent-text)]">How it works</p><h2 class="text-balance text-[clamp(2rem,5vw,4.5rem)] font-semibold leading-[0.95]">Three steps, no commitment</h2><p class="max-w-2xl text-base leading-relaxed text-[color:color-mix(in_srgb,var(--site-fg)_78%,transparent)] md:text-lg md:leading-8">You answer a few questions, we contact you, and we match you with an advisor.</p></div></div><div class="space-y-4"><div class="grid gap-3 sm:grid-cols-2"><div class="fin-highlight-card rounded-[1.4rem] border p-5 transition-[border-color,background] duration-200"><span class="mr-1.5 font-medium text-[color:var(--site-accent-text)]" aria-hidden="true">â</span><span class="text-sm leading-7">Answer a few short questions. Ranges are fine for money questions.</span></div><div class="fin-highlight-card rounded-[1.4rem] border p-5 transition-[border-color,background] duration-200"><span class="mr-1.5 font-medium text-[color:var(--site-accent-text)]" aria-hidden="true">â</span><span class="text-sm leading-7">We review your answers and contact you by phone or email, as you prefer, to confirm what you need.</span></div><div class="fin-highlight-card rounded-[1.4rem] border p-5 transition-[border-color,background] duration-200"><span class="mr-1.5 font-medium text-[color:var(--site-accent-text)]" aria-hidden="true">â</span><span class="text-sm leading-7">We match you with a licensed financial advisor who specializes in integrated
22wealth planning, chosen for your needs and criteria.</span></div><div class="fin-highlight-card rounded-[1.4rem] border p-5 transition-[border-color,background] duration-200"><span class="mr-1.5 font-medium text-[color:var(--site-accent-text)]" aria-hidden="true">â</span><span class="text-sm leading-7">Requesting a match is not a commitment. Questions, corrections and topic suggestions are welcome too: just say so in the last box.</span></div></div></div></div></div></section><section id="lead" class="border-b border-[color:var(--site-border)]/60 py-[clamp(3.5rem,8vw,7.5rem)] relative bg-[color:var(--site-soft)] text-[color:var(--site-fg)] before:pointer-events-none before:absolute before:inset-0 before:bg-[radial-gradient(ellipse_100%_80%_at_50%_-20%,color-mix(in_srgb,var(--site-accent)_14%,transparent),transparent_55%)] before:opacity-60"><div aria-hidden="true" class="aurora-bg " style="opacity:0.55"><div class="animate-float" style="position:absolute;background:radial-gradient(ellipse, rgba(200,200,200,0.09), transparent 70%);border-radius:50%;filter:blur(72px);top:-15%;left:-5%;width:55%;height:65%"></div><div class="animate-float-delayed" style="position:absolute;background:radial-gradient(ellipse, rgba(160,160,160,0.06), transparent 65%);border-radius:50%;filter:blur(72px);bottom:-10%;right:-5%;width:48%;height:55%"></div></div><div class="relative z-[1] mx-auto max-w-6xl px-4 sm:px-6"><div class="grid gap-10 lg:grid-cols-[0.9fr_1.1fr]" style="opacity:0;transform:translateY(18px)"><div class="space-y-6"><div class="max-w-3xl space-y-4"><p class="text-xs font-semibold uppercase tracking-[0.3em] text-[color:var(--site-accent-text)]">Find an advisor</p><h2 class="text-balance text-[clamp(2rem,5vw,4.5rem)] font-semibold leading-[0.95]">Tell us about your situation</h2><p class="max-w-2xl text-base leading-relaxed text-[color:color-mix(in_srgb,var(--site-fg)_78%,transparent)] md:text-lg md:leading-8">Four short steps. Ranges are fine for money questions.</p></div></div><form class="grid gap-4 rounded-[2rem] border border-[color:var(--site-border)]/90 bg-[color-mix(in_srgb,var(--site-bg)_68%,transparent)] p-6 shadow-[0_24px_64px_-40px_rgba(0,0,0,0.28)] backdrop-blur-md sm:p-7"><div class="grid gap-2"><p class="text-xs font-semibold uppercase tracking-[0.2em] text-[color:var(--site-accent-text)]">Step <!-- -->1<!-- --> of <!-- -->4</p><div class="h-1.5 w-full overflow-hidden rounded-full bg-[color:var(--site-border)]" aria-hidden="true"><div class="h-full rounded-full bg-[color:var(--site-accent)] transition-all duration-300" style="width:25%"></div></div></div><div data-step="1" class="grid gap-4"><div><h3 tabindex="-1" class="text-lg font-semibold text-[color:var(--site-fg)] outline-none">Where you are and what you need</h3><p class="mt-1 text-sm text-[color:var(--site-fg)]/80">So we look for someone who works with people like you.</p></div><label class="grid gap-1.5 text-sm font-medium text-[color:var(--site-fg)]/80"><span>ZIP code or state where you live</span><input autoComplete="postal-code" class="w-full rounded-2xl border border-[color:color-mix(in_srgb,var(--site-accent-text)_60%,transparent)] bg-[color-mix(in_srgb,var(--site-bg)_40%,transparent)] px-4 py-3 text-sm text-[color:var(--site-fg)] placeholder:text-[color:var(--site-fg)]/50 outline-none transition-[border-color,box-shadow] duration-200 ease-out-expo focus-visible:border-[color:var(--site-accent)] focus-visible:ring-2 focus-visible:ring-[color:color-mix(in_srgb,var(--site-accent)_30%,transparent)] rounded-full" required="" type="text" name="location"/></label><label class="grid gap-1.5 text-sm font-medium text-[color:var(--site-fg)]/80"><span>What do you need help with?</span><select name="help_topic" required="" class="w-full rounded-2xl border border-[color:color-mix(in_srgb,var(--site-accent-text)_60%,transparent)] bg-[color-mix(in_srgb,var(--site-bg)_40%,transparent)] px-4 py-3 text-sm text-[color:var(--site-fg)] placeholder:text-[color:var(--site-fg)]/50 outline-none transition-[border-color,box-shadow] duration-200 ease-out-expo focus-visible:border-[color:var(--site-accent)] focu
22s-visible:ring-2 focus-visible:ring-[color:color-mix(in_srgb,var(--site-accent)_30%,transparent)] rounded-2xl"><option value="" disabled="" selected="">Selectâ¦</option><option value="Retirement planning">Retirement planning</option><option value="Investing and my portfolio">Investing and my portfolio</option><option value="Taxes across my income and investments">Taxes across my income and investments</option><option value="Estate and legacy planning">Estate and legacy planning</option><option value="Insurance and protecting my income">Insurance and protecting my income</option><option value="A major life or work change">A major life or work change</option><option value="A full review of what I have">A full review of what I have</option><option value="Something else">Something else</option></select></label></div><div data-step="2" hidden="" class="grid gap-4"><div><h3 tabindex="-1" class="text-lg font-semibold text-[color:var(--site-fg)] outline-none">Your finances</h3><p class="mt-1 text-sm text-[color:var(--site-fg)]/80">Ranges are fine. They help the advisor understand fit before you speak.</p></div><label class="grid gap-1.5 text-sm font-medium text-[color:var(--site-fg)]/80"><span>Approximate net worth</span><select name="net_worth_range" required="" class="w-full rounded-2xl border border-[color:color-mix(in_srgb,var(--site-accent-text)_60%,transparent)] bg-[color-mix(in_srgb,var(--site-bg)_40%,transparent)] px-4 py-3 text-sm text-[color:var(--site-fg)] placeholder:text-[color:var(--site-fg)]/50 outline-none transition-[border-color,box-shadow] duration-200 ease-out-expo focus-visible:border-[color:var(--site-accent)] focus-visible:ring-2 focus-visible:ring-[color:color-mix(in_srgb,var(--site-accent)_30%,transparent)] rounded-2xl"><option value="" disabled="" selected="">Selectâ¦</option><option value="Under $250k">Under $250k</option><option value="$250k to $1M">$250k to $1M</option><option value="$1M to $5M">$1M to $5M</option><option value="$5M to $10M">$5M to $10M</option><option value="$10M to $25M">$10M to $25M</option><option value="Over $25M">Over $25M</option><option value="Prefer not to say">Prefer not to say</option></select></label><label class="grid gap-1.5 text-sm font-medium text-[color:var(--site-fg)]/80"><span>Approximate household income (per year)</span><select name="income_range" required="" class="w-full rounded-2xl border border-[color:color-mix(in_srgb,var(--site-accent-text)_60%,transparent)] bg-[color-mix(in_srgb,var(--site-bg)_40%,transparent)] px-4 py-3 text-sm text-[color:var(--site-fg)] placeholder:text-[color:var(--site-fg)]/50 outline-none transition-[border-color,box-shadow] duration-200 ease-out-expo focus-visible:border-[color:var(--site-accent)] focus-visible:ring-2 focus-visible:ring-[color:color-mix(in_srgb,var(--site-accent)_30%,transparent)] rounded-2xl"><option value="" disabled="" selected="">Selectâ¦</option><option value="Under $200k">Under $200k</option><option value="$200k to $400k">$200k to $400k</option><option value="$400k to $750k">$400k to $750k</option><option value="$750k to $1.5M">$750k to $1.5M</option><option value="Over $1.5M">Over $1.5M</option><option value="Prefer not to say">Prefer not to say</option></select></label><label class="grid gap-1.5 text-sm font-medium text-[color:var(--site-fg)]/80"><span>Approximate investable assets (your portfolio)</span><select name="investable_assets_range" required="" class="w-full rounded-2xl border border-[color:color-mix(in_srgb,var(--site-accent-text)_60%,transparent)] bg-[color-mix(in_srgb,var(--site-bg)_40%,transparent)] px-4 py-3 text-sm text-[color:var(--site-fg)] placeholder:text-[color:var(--site-fg)]/50 outline-none transition-[border-color,box-shadow] duration-200 ease-out-expo focus-visible:border-[color:var(--site-accent)] focus-visible:ring-2 focus-visible:ring-[color:color-mix(in_srgb,var(--site-accent)_30%,transparent)] rounded-2xl"><option value="" disabled="" selected="">Selectâ¦</option><option value="Under $250k">Under $250k</option><option value="$250k to $1M">$250k to $1M</option><option value="$1M to $5M">$1M to $5M</option><option value="$5M to $10M">$5M to $10M</option><option value="Over $10M">Over $10M</option><option value="Prefer not to say">Prefer not to say</option></select></label></div><div data-step="3" hidden="" class="grid gap-4"><div><h3 tabindex="-1" class="text-lg font-semibold text-[color:var(--site-fg)] outline-none">Your goals</h3><p class="mt-1 text-sm text-[color:var(--site-fg)]/80">What you want to achieve, and when.</p></div><label class="grid gap-1.5 text-sm font-medium text-[color:var(--site-fg)]/80"><span>What is your main goal?</span><select name="main_goal" required="" class="w-full rounded-2xl border border-[color:color-mix(in_srgb,var(--site-accent-text)_60%,transparent)] bg-[
22color-mix(in_srgb,var(--site-bg)_40%,transparent)] px-4 py-3 text-sm text-[color:var(--site-fg)] placeholder:text-[color:var(--site-fg)]/50 outline-none transition-[border-color,box-shadow] duration-200 ease-out-expo focus-visible:border-[color:var(--site-accent)] focus-visible:ring-2 focus-visible:ring-[color:color-mix(in_srgb,var(--site-accent)_30%,transparent)] rounded-2xl"><option value="" disabled="" selected="">Selectâ¦</option><option value="Plan for retirement">Plan for retirement</option><option value="Grow and diversify my portfolio">Grow and diversify my portfolio</option><option value="Reduce risk in a concentrated position">Reduce risk in a concentrated position</option><option value="Manage taxes across my income and investments">Manage taxes across my income and investments</option><option value="Plan around a liquidity event or job change">Plan around a liquidity event or job change</option><option value="Protect my income and family">Protect my income and family</option><option value="Estate and legacy planning">Estate and legacy planning</option><option value="Review what I already have">Review what I already have</option><option value="Not sure yet">Not sure yet</option></select></label><label class="grid gap-1.5 text-sm font-medium text-[color:var(--site-fg)]/80"><span>When would you like to start?</span><select name="timeline" class="w-full rounded-2xl border border-[color:color-mix(in_srgb,var(--site-accent-text)_60%,transparent)] bg-[color-mix(in_srgb,var(--site-bg)_40%,transparent)] px-4 py-3 text-sm text-[color:var(--site-fg)] placeholder:text-[color:var(--site-fg)]/50 outline-none transition-[border-color,box-shadow] duration-200 ease-out-expo focus-visible:border-[color:var(--site-accent)] focus-visible:ring-2 focus-visible:ring-[color:color-mix(in_srgb,var(--site-accent)_30%,transparent)] rounded-2xl"><option value="" disabled="" selected="">Selectâ¦</option><option value="As soon as possible">As soon as possible</option><option value="Within a month">Within a month</option><option value="In the next three months">In the next three months</option><option value="Just exploring">Just exploring</option></select></label><label class="grid gap-1.5 text-sm font-medium text-[color:var(--site-fg)]/80"><span>Do you work with an advisor today?</span><select name="current_advisor" class="w-full rounded-2xl border border-[color:color-mix(in_srgb,var(--site-accent-text)_60%,transparent)] bg-[color-mix(in_srgb,var(--site-bg)_40%,transparent)] px-4 py-3 text-sm text-[color:var(--site-fg)] placeholder:text-[color:var(--site-fg)]/50 outline-none transition-[border-color,box-shadow] duration-200 ease-out-expo focus-visible:border-[color:var(--site-accent)] focus-visible:ring-2 focus-visible:ring-[color:color-mix(in_srgb,var(--site-accent)_30%,transparent)] rounded-2xl"><option value="" disabled="" selected="">Selectâ¦</option><option value="No, I do not have an advisor">No, I do not have an advisor</option><option value="Yes, and I am happy with them">Yes, and I am happy with them</option><option value="Yes, but I am looking for a change">Yes, but I am looking for a change</option></select></label><label class="grid gap-1.5 text-sm font-medium text-[color:var(--site-fg)]/80"><span>Anything else the advisor should know? (optional)</span><textarea class="w-full rounded-2xl border border-[color:color-mix(in_srgb,var(--site-accent-text)_60%,transparent)] bg-[color-mix(in_srgb,var(--site-bg)_40%,transparent)] px-4 py-3 text-sm text-[color:var(--site-fg)] placeholder:text-[color:var(--site-fg)]/50 outline-none transition-[border-color,box-shadow] duration-200 ease-out-expo focus-visible:border-[color:var(--site-accent)] focus-visible:ring-2 focus-visible:ring-[color:color-mix(in_srgb,var(--site-accent)_30%,transparent)] min-h-28 resize-y rounded-2xl" name="message"></textarea></label></div><div data-step="4" hidden="" class="grid gap-4"><div><h3 tabindex="-1" class="text-lg font-semibold text-[color:var(--site-fg)] outline-none">How to reach you</h3><p class="mt-1 text-sm text-[color:var(--site-fg)]/80">We will use these to contact you.</p></div><label class="grid gap-1.5 text-sm font-medium text-[color:var(--site-fg)]/80"><span>Full name</span><input autoComplete="name" class="w-full rounded-2xl border border-[color:color-mix(in_srgb,var(--site-accent-text)_60%,transparent)] bg-[
22color-mix(in_srgb,var(--site-bg)_40%,transparent)] px-4 py-3 text-sm text-[color:var(--site-fg)] placeholder:text-[color:var(--site-fg)]/50 outline-none transition-[border-color,box-shadow] duration-200 ease-out-expo focus-visible:border-[color:var(--site-accent)] focus-visible:ring-2 focus-visible:ring-[color:color-mix(in_srgb,var(--site-accent)_30%,transparent)] rounded-full" required="" type="text" name="full_name"/></label><label class="grid gap-1.5 text-sm font-medium text-[color:var(--site-fg)]/80"><span>Email address</span><input autoComplete="email" class="w-full rounded-2xl border border-[color:color-mix(in_srgb,var(--site-accent-text)_60%,transparent)] bg-[color-mix(in_srgb,var(--site-bg)_40%,transparent)] px-4 py-3 text-sm text-[color:var(--site-fg)] placeholder:text-[color:var(--site-fg)]/50 outline-none transition-[border-color,box-shadow] duration-200 ease-out-expo focus-visible:border-[color:var(--site-accent)] focus-visible:ring-2 focus-visible:ring-[color:color-mix(in_srgb,var(--site-accent)_30%,transparent)] rounded-full" required="" type="email" name="email"/></label><label class="grid gap-1.5 text-sm font-medium text-[color:var(--site-fg)]/80"><span>Phone number</span><input autoComplete="tel" class="w-full rounded-2xl border border-[color:color-mix(in_srgb,var(--site-accent-text)_60%,transparent)] bg-[color-mix(in_srgb,var(--site-bg)_40%,transparent)] px-4 py-3 text-sm text-[color:var(--site-fg)] placeholder:text-[color:var(--site-fg)]/50 outline-none transition-[border-color,box-shadow] duration-200 ease-out-expo focus-visible:border-[color:var(--site-accent)] focus-visible:ring-2 focus-visible:ring-[color:color-mix(in_srgb,var(--site-accent)_30%,transparent)] rounded-full" required="" type="tel" name="phone"/></label><label class="grid gap-1.5 text-sm font-medium text-[color:var(--site-fg)]/80"><span>How would you prefer to be contacted?</span><select name="preferred_contact" class="w-full rounded-2xl border border-[color:color-mix(in_srgb,var(--site-accent-text)_60%,transparent)] bg-[color-mix(in_srgb,var(--site-bg)_40%,transparent)] px-4 py-3 text-sm text-[color:var(--site-fg)] placeholder:text-[color:var(--site-fg)]/50 outline-none transition-[border-color,box-shadow] duration-200 ease-out-expo focus-visible:border-[color:var(--site-accent)] focus-visible:ring-2 focus-visible:ring-[color:color-mix(in_srgb,var(--site-accent)_30%,transparent)] rounded-2xl"><option value="" disabled="" selected="">Selectâ¦</option><option value="Phone">Phone</option><option value="Email">Email</option><option value="Either is fine">Either is fine</option></select></label><label class="flex items-start gap-3 text-sm leading-relaxed text-[color:var(--site-fg)]"><input type="checkbox" required="" class="mt-1 h-5 w-5 shrink-0 accent-[color:var(--site-accent)]" name="contact_consent" value="yes"/><span>I agree to be contacted by phone or email, and to have my request shared with up to three licensed financial advisors who can help.</span></label><input type="hidden" name="match_specialty" value="integrated wealth planning"/></div><label class="hidden" aria-hidden="true"><span>Leave this blank</span><input autoComplete="off" tabindex="-1" type="text" name="company_website"/></label><button type="button" class="shimmer-btn mt-1 flex w-full items-center justify-center gap-2 rounded-full bg-[color:var(--site-accent)] px-6 py-3.5 text-sm font-semibold text-[color:var(--site-on-accent)] shadow-[0_16px_40px_-20px_color-mix(in_srgb,var(--site-accent)_65%,transparent)] transition-all duration-300 ease-out-expo hover:-translate-y-0.5 hover:shadow-[0_20px_48px_-18px_color-mix(in_srgb,var(--site-accent)_80%,transparent)] focus-visible:outline focus-visible:outline-2 focus-visible:outline-offset-2 focus-visible:outline-[color:var(--site-accent)] focus-visible:ring-2 focus-visible:ring-offset-2 focus-visible:ring-[color:var(--site-accent)] focus-visible:ring-offset-[color:var(--site-bg)] active:translate-y-0 active:scale-[0.98] disabled:cursor-not-allowed disabled:opacity-60">Next</button><p class="text-xs leading-relaxed text-[color:var(--site-fg)]/80">This website is an educational publisher. It does not give personalized advice, recommend securities or manage money. Asking to be matched does not create an advisory relationship: any relationship is between you and the advisor, who will give you their own disclosures before you decide anything. Licensed financial advisors join our network to receive introductions to people who ask to be matched, and they may pay us for those introductions. We do not recommend or endorse any advisor, and nothing here is investment advice.</p>
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