New Client Inquiry Play Pause Unmute MuteLet’s get started!Greenwood Gearhart provides in-depth and bespoke financial planning and investment services. This survey will help us get to know your financial life, so feel free to provide as much detail as you are comfortable. Once your questionnaire is submitted a member of our team will reach out for an initial consultation at no obligation to best determine how we can serve you.Privacy StatementGreenwood Gearhart uses the following information to best help your financial needs. The firm will not publish or make public any of the information provided by you within this survey. All contents of the survey are confidential to members of the Greenwood Gearhart team and will remain as such. If you have any questions about the survey before beginning, do not hesitate to reach out at (479)-521-5353. Thank you for your time.Consent* I agree to the privacy statement. Please provide us with your name.* First Last What is your age?*Select OneUnder 3535 - 4546 - 6565+What's your email address?* What's your phone number?*Do you prefer that we communicate with you by phone or email?* Phone EmailEmployment Status*Select OneRetiredEmployedProvide your employer's name and title of your current role.Are you married?* No YesWhat's your spouse's name?* First Last What is your spouse's age?*Under 3535 - 4546 - 6565+Employment Status*Select OneRetiredEmployedProvide your spouse's employer's name and title of their current role.Investable Net Worth*Includes bank savings, retirement accounts (401k, IRA), brokerage accounts, vested company stock, custodial and education accounts, and other liquid assets.Select One$500,000 - $1 Million$1 Million - $5 Million$5 Million - $10 Million$10 Million - $20 Million$20 Million +Total Net Worth*Includes home, personal property, bank, retirement and brokerage assets, rental property, business interests and private investments.Select One$1 Million - $5 Million$5 Million - $10 Million$10 Million - $15 Million$15 Million - $20 Million$20 Million +Let's Connect. How Can We Help?*Includes home, personal property, bank, retirement and brokerage assets, rental property, business interests and private investments.Select OneLiquidity Event (Company Sale, Stock Options Vesting, etc)Recent Inheritance (Death, Divorce, etc)Happy with Current Advisor, but exploring other optionsUnhappy with Current AdvisorGeneral Inquiry about our Wealth Management and Financial PlanningGeneral Inquiry about Financial Planning onlyIf you feel comfortable sharing, please list any investment accounts you have and approximate values.Examples: IRA, 401(k), bank accounts, trust accounts, and brokerage accountsIf you feel like providing any specific context for our discussion, feel free to use this section to make any comments.How did you hear about Greenwood Gearhart?Please complete the following CAPTCHA for verification purposes.EmailThis field is for validation purposes and should be left unchanged.