Meeting Request


We are very selective in whom we work with, and we encourage you to be selective in choosing an advisor. Your answers to the questions below will help us to determine if we are a good mutual fit so please be thorough and answer honestly.

Name *
Significant other's name (if applicable)
Significant other's name (if applicable)
Are you looking for an ongoing relationship with a wealth advisor or a one-time financial plan? *
Feel free to write as much as you'd like
A rough estimate is fine
Is this the first time you've requested a meeting with us?
Have you reviewed Citrine Capital's website and pricing *