Help us understand your financial goals, questions, and current priorities so we can prepare for a useful first conversation. Elevate services are provided at no cost.
Tell us how to contact you.
What are you interested in today? Check all that apply. *
The next questions will adjust automatically based on what you select.
What budgeting challenges are you currently experiencing? Select all that apply. *
What would you most like your budget to help you accomplish? Select all that apply. *
What would you like to understand better? Select all that apply. *
What is your current investing experience? *
What is your primary learning goal? *
Are you currently reinvesting dividends or receiving them as income?
What type of passive-income strategy interests you? Select all that apply. *
What is your main reason for exploring passive income? *
Where are you currently in the process? *
What credit-related issues are you experiencing? Select all that apply. *
What is your primary credit goal? *
Have you reviewed your credit reports recently? *
What would you like Elevate to review? Select all that apply. *
What is causing you the most concern right now? *
What outcome would make the review useful to you? *
How soon would you like to begin working on your selected goals? *
While you wait for our response, please begin gathering any documents that may help us better understand your financial picture. Helpful items may include recent bank statements, a current budget, credit reports, loan or credit card interest rates, and relevant account summaries.
Nonprofit Status: Elevate Inc. is a nonprofit organization that provides financial education, budgeting assistance, and general investment knowledge at no cost.
Professional Services Boundary: Individualized financial planning, financial advice, investment advice, investment recommendations, portfolio analysis, and other professional advisory services are separate professional services and are not included in Elevate Inc.'s free assistance. Completing this form does not create a financial advisory or investment advisory relationship.
Educational Information: Information provided through Elevate Inc.'s free services is for general educational purposes and is not a recommendation to buy, sell, or hold any investment.
Client Responsibility: I remain responsible for my financial decisions.
By typing my full name below and submitting this form, I certify that I am the person named in this form and intend my typed name to serve as my electronic signature.
For the signature record, Elevate Inc. will retain the typed name, certification, submission date and time, IP address, and browser information submitted with this form.
Appointments normally last 30 to 45 minutes and are available Monday through Friday from 1:00 p.m. to 4:00 p.m. Central Time. Weekend appointments cannot be requested through this form.
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Your responses are sent directly to Elevate Inc. only after you complete the appointment request. They are not sold or used for advertising. Do not enter Social Security numbers, account numbers, passwords, or other highly sensitive information.