Private Intake
WEALTH VISION -- PRIVATE INTAKE
Alex, we built this for you.
Before we meet next week, take a few minutes to walk us through your world -- where you are, what you're building, and what's been on your mind. No pressure to have every answer.
1
Answer what you can
Skip anything you're unsure about -- we'll cover the gaps together.
2
Upload what you have handy
Account statements, trust documents, old 401(k) info -- whatever's easy to pull.
3
We take it from here
We'll review everything before we meet and walk in ready to add real value from conversation one.
We'll reach out Monday. Expect a quick hello from us to say hi and touch base on a couple small details before the full meeting. Nothing to prep -- just keeping the line open.
EXPLORE AT YOUR LEISURE
The Wealth Vision Blueprint
PDF -- Our Approach
Wealth Vision Presentation
PDF -- Who We Are
See Your Future
PDF -- The Vision
See Your Future
Audio Experience
SECTION 1 OF 5
About you and your family.

Just the basics -- you, your fiancee, and where you both are right now.

Your full name
Your age range
Under 28
28 -- 33
34 -- 39
40 -- 45
46 -- 50
50+
Your fiancee's full name
Her age range
Under 28
28 -- 33
34 -- 39
40 -- 45
46 -- 50
50+
When is the wedding?
Later in 2026
Early 2027
Late 2027
2028 or beyond
Not locked in yet
Do you have kids, or are they part of the plan?
No kids, not in the near-term plan
No kids yet, but definitely planning for them
Yes, we have kids
How many, and what are their ages?
SECTION 2 OF 5
Work, income, and cash flow.

Help us understand the income picture for both of you -- what comes in, how it comes in, and what's left over each month.

Your current role and employer
You mentioned working at Wealth.com -- feel free to add context on your specific role.
Her current role and employer
How does your income come in? Select all that apply.
Base salary
Bonus / commission
Equity / RSUs / options
Business / self-employment
Rental / passive income
Other
Your approximate annual income (gross)
Under $100K
$100K -- $150K
$150K -- $200K
$200K -- $300K
$300K -- $500K
$500K+
Her approximate annual income (gross)
Under $75K
$75K -- $125K
$125K -- $175K
$175K -- $250K
$250K+
After taxes and expenses, roughly how much is left each month?
Your true disposable -- what you could theoretically save or invest.
Under $1,000/month
$1,000 -- $3,000/month
$3,000 -- $6,000/month
$6,000 -- $10,000/month
$10,000+/month
Varies a lot month to month
Do you track spending or follow any kind of budget?
Yes, we track it closely
Loosely -- we have a general sense
Not really, it just works itself out
SECTION 3 OF 5
Your financial landscape.

What accounts do you have, what's sitting somewhere you haven't touched in a while, and is there a trust in the picture?

What types of accounts do you currently have? Select all that apply.
Brokerage (taxable)
Traditional IRA
Roth IRA
401(k) -- current employer
HSA
529 / education savings
Cash value life insurance
Real estate (investment)
Crypto
Other
Old 401(k)s from previous employers -- still sitting somewhere?
Yes, a few from past jobs
Yes, one old account
No, all taken care of
Honestly not sure -- should probably check
Any details you can share? Approximate values, employer names, etc.
Does your family have a trust?
Yes, fully established
In process / being set up
No, but we've thought about it
No, hasn't come up
Do either of you have life insurance?
Yes, both of us
Yes, just me
Yes, just her
No, we don't
Are you currently working with a financial advisor?
Yes, working with someone now
Had one before, not currently
No, been handling it on my own
How involved are you in your own investment decisions?
Hands-on -- I research and decide everything myself
Somewhat involved -- I have opinions but delegate execution
Hands-off -- I trust whoever is managing it
SECTION 4 OF 5
What matters most.

This is the part that actually changes things. Where your head is, what you're building toward, what's been sitting unresolved.

What are your top financial priorities right now? Pick the ones that feel most urgent.
Building long-term wealth
Buying a home
Wedding financial planning
Reducing taxes
Investing smarter
Estate planning
Retirement planning
Aligning as a couple financially
Planning for kids
Something else
What worries you most financially? Be honest -- this is exactly where we help.
Not saving enough
Market timing / volatility
Paying too much in taxes
Not having a real plan
Job or income change
Protecting my partner
Losing track of accounts
Healthcare / disability risk
Something else
How do you think about risk in your investments?
Aggressive -- growth is the priority, I can stomach swings
Moderate -- balanced growth with some protection
Conservative -- preservation matters more than upside
Depends on the account and what it's for
What's the one financial thing that's been on your mind that you haven't fully solved?
There's always one. No pressure -- just tell us what it is.
Five years from now, what does winning look like for you and your family?
SECTION 5 OF 5
Upload what you have.

Don't stress about getting everything. Upload whatever's easy to pull together -- we'll ask for anything else we need as we go.

Secure and private. Everything you upload is stored in an encrypted folder accessible only to your Wealth Vision team. Nothing is shared externally.
Investment Account Statements
Brokerage IRA / Roth IRA Current 401(k) HSA Any other accounts
Click to browse or drag and drop
PDF, JPG, PNG -- up to 25MB each
Old 401(k) / Previous Employer Retirement Accounts
Previous employer 401(k) Rollover IRA statements Pension documents
Click to browse or drag and drop
PDF, JPG, PNG -- up to 25MB each
Trust Documents
Revocable living trust Will Power of attorney Healthcare directive
Click to browse or drag and drop
PDF -- up to 25MB each
Tax Returns (optional)
Last 1-2 years W-2s 1099s
Click to browse or drag and drop
PDF -- up to 25MB each
Anything else you want us to know before we meet?
Got it, Alex. We're on it.
Everything came through. We'll go through your responses and documents before we meet and walk in ready to add real value from conversation one.
Look for a note Monday. We'll send a quick message to say hi and confirm a couple small details before the full meeting. Nothing to prepare on your end -- just keeping the line open.
See What Changes Wealth Vision -- Erik Allison
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