Address: US
Price range: $

Name

Phone

What prompted you to reach out?

Which statement best reflects how you make financial decisions?

Research it, and then do it on my own.

Research it, work on it, and then want someone to discuss it with.

I don’t even know what to research, I just need help.

Are you familiar with our investment process?

Not at all.

Somewhat, but I would like to know more.

I do not care; I just think Narwhal is a cool name.

Are you interested in our financial planning services?

We define financial planning as a process where we evaluate your current circumstances and develop actionable steps that will maximize your potential for reaching your life goals. The initial plan takes 3-6 months on average to complete (heavily dependent on client communication), and this process includes follow-up meetings and implementation assistance.

Yes! I would love this.

No, I am just interested in your investment process.

Maybe, I would like to learn more.

Our investment and financial planning process has a document-gathering component to it. Which statement rings most true for you?

I know where my documents are.

I know where some of my documents are, but it might be nice to have support.

We charge based on assets and do not have an account minimum. As an example, on a $1M portfolio, the annual fee is $10,000. On a $50,000 portfolio, our annual fee is $500. Will our fees work for you?

Yes

Maybe, I’d like to learn more.

Client Intake