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Let’s See What’s Possible When We Work Together…

Step 1 of 3 - Getting to Know You

Let's Get To Know You

Thanks for your interest in working with Hendershott Wealth Management.

Your Full Name*

First Last

Email*

Phone*

Are you interested in Comprehensive Wealth Management (also known as financial planning) or Profits Coaching (profits coaching is for business owners)?*

Comprehensive Wealth Management

Profits Coaching

Comprehensive Wealth Management

What would you say is the approximate current balance of funds you have in brokerage accounts, IRAs, Roth IRAs and other investment accounts that are earmarked for your retirement?*

(please do not include the balance of your current employer’s 401(k) in this number)

What is the approximate balance of your (and your spouse or partner’s) current 401(k) plan?*

What do you want to tell us about the other pieces of your financial picture? This is where you would tell us about equity compensation such as RSUs, ISOs, NQALs, etc. Also, let us know if you have investment real estate and the approximate values of that real estate.*

What brings you to considering hiring a financial advisor today? Another way to say this question is “What is your top of mind concern now?”*

Hendershott Wealth Management offers holistic planning as well as professionally built investment portfolios. Please confirm your willingness to consider us for the role of managing your retirement nest egg on your behalf?

Anything else you want to share with us?

Profits Coaching

Hendershott Wealth Management offers a 12-month transformational profits coaching program for business owners. Our Money Blueprint℠ Program is most appropriately suited for business owners with a minimum of $50,000 in revenue per year. Are you a business owner with at least $50,000 of annual revenue who is interested in participating in this program?*

Yes

No

What is your prior year business revenue ($)?*

What is your prior year personal income ($)*

What is your current year projected business revenue ($)*

Anything else you want to share with us?

How did you find Hendershott Wealth Management?*

We love referrals! We would love to thank the client that referred you to us, could you provide their name?*

First Last

Attestation*

By clicking "I accept," I attest that the information provided in the above questionnaire is accurate to the best of my knowledge.

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(877) 569-5508

(877) 569-5508

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Let’s See What’s Possible When We Work Together…

Let's Get To Know You

Comprehensive Wealth Management

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