Step 1 of 2

Before We Meet

Let's start with your contact information.

Please enter your first name.
Please enter your last name.
Please enter a valid email address.

🔒 Your information is transmitted securely and seen only by Jake Landau at Woolstone Wealth Management.

Step 2 of 2

Your Financial Picture

A few quick questions so I can prepare for our conversation.

Liquid investable assets

This includes brokerage accounts, IRAs, and 401(k)s — not your home or other real estate.

Under $250,000
$250,000 – $500,000
$500,000 – $1,000,000
$1,000,000 – $2,500,000
Over $2,500,000
Please make a selection.

Approximate net worth

Your best estimate including home equity, business interests, and all other assets.

Under $500,000
$500,000 – $1,000,000
$1,000,000 – $2,500,000
$2,500,000 – $5,000,000
Over $5,000,000
Please make a selection.

🔒 Your information is transmitted securely and seen only by Jake Landau at Woolstone Wealth Management.

You're all set.

I've received your responses and I'm looking forward to our conversation. I'll review everything before we meet so we can make the most of our time together.

Optional — Share Documents Before Our Call

If you'd like to share anything ahead of time — a recent brokerage or 401(k) statement, a tax return, a summary of how your portfolio is currently invested — feel free to email it directly to Jake@woolstonewealth.com. Everything is kept strictly confidential.

Questions before we meet?
Jake@woolstonewealth.com  ·  (484) 278-1441