We’re super excited that you’re interested in working with us! Please take a few minutes to fill out the questions below. Filling out this form does not commit you to anything, but it does start the process. These questions provide us with a good sense of your goals and help us determine if we’ll be a good fit for each other. Once you’ve submitted this form, we will personally review everything and Michael (our amazing office manager) will get back to you on the next steps. Normally this will be a link to schedule a phone consultation to help you understand our process, review your situation, and determine if we’re a good match. Thank you for your interest in us!

- The Merino Wealth Team

Name *
Phone *
What type of service are you interested in? *
Please explore our service offerings here.
Non-Retirement Savings
Are you maxing out your employer-sponsored retirement plan (401k, 403b, etc) each year? *
Are you self-employed? *
What are your sources of income? *
What is your time frame to get started with financial planning? *